Import & Export
How do I export an entity from MinuteBox?
- Minute Books can be exported as PDFs
- Entity Data may be exported to your local computer
Exporting the PDF Minute Book
- Navigate to the Entity for which you want to export the Minute Book
- Click the Minute Book tab in the table of contents in the left-hand panel
- In the toolbar at the top of the screen click Share, then select Download all pages from the drop-down list displayed
Your minute book downloads as a PDF to your local computer (saved in your downloads folder)
Exporting Entity Data
☝️Please Note - This is a helpful diagnostic feature when working with our Support Team
- Navigate to the and open the Entity Information Summary for the Entity from which you want to export the data
- From anywhere in the entity detail view press Command+Shift+e (on Mac) or Control+Shift+e (on Windows) on your keyboard. Your data is downloaded to a .gz file and automatically saved in your downloads folder
How do I import data into MinuteBox?
- Entity data can be imported into MinuteBox
- Minute Book .PDFs can be Imported into MinuteBox
Importing Entity Data into MinuteBox
- Locate the MinuteBox export file (.gz file) that you want to import into MinuteBox
- Navigate to the Entity Dashboard
- Drag and drop the export file onto the MinuteBox Dashboard
The Entity automatically imports
Note: The process above imports the entity data but not any corresponding PDF documents; e.g., the Minute Book. To import the Minute Book, follow the steps below.
Importing the PDF minute book
- Navigate to and open the Entity to which you want to import the Minute Book
- Click the Minute Book tab in the table of contents in the left-hand panel
- Drag and drop the PDF file onto the centre screen.
Optionally, click Insert > Upload PDF, browse for the Minute Book PDF, select whereabouts in the Minute Book you want to import the PDF, click OK
Your Minute Book will not imports