Import & Export

How do I export an entity from MinuteBox?

To export an entity from MinuteBox follow these steps:

Summary 1. Export the PDF minute book. 1. Export the entity data.

Details

1. Export the PDF minute book.

  1. Navigate to the entity detail view for the entity that you want to export.
  2. Click the Minute Book tab in the table of contents panel on the left of the screen.
  3. In the toolbar at the top of the screen click the Share button.
  4. From the share menu, click Download all pages.

Your minute book will download.

2. Export the entity data.

  1. Navigate to the entity detail view for the entity that you want to export.
  2. From anywhere in the entity detail view press [Command+Shift+E] (on Mac) or [Control+Shift+E] (on Windows) on your keyboard.
  3. Your entity data will now be downloaded in a .gz file.

Your entity data will download.

How do I import an entity from MinuteBox?

To import an entity from MinuteBox follow these steps:

Summary 1. Import the entity data. 1. Import the PDF minute book.

Details

1. Import the entity data.

  1. Locate the MinuteBox export file (.gz file) that you want to import from your computer.
  2. Navigate to the Entity Dashboard.
  3. From your computer, drag and drop the export file onto the MinuteBox screen.

Your entity automatically import.

Note: This will only import the entity data but not any corresponding PDF documents. To import PDF documents, follow the steps below.

1. Import the PDF minute book.

  1. Navigate to the entity detail view for the entity that you want to import the PDF for.
  2. Click the Minute Book tab in the table of contents panel on the left of the screen.
  3. From your computer, drag and drop the PDF file onto the MinuteBox screen.

Your minute book will now import.

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