Generating Precedents & Documents: Importing Entities

Importing Entities

When working in more than one MinuteBox platform, you can export entities and import to the new account. This most often occurs during the initial onboarding process when entities may have been created in and are now being moved to

To export an entity, open the entity to show the Entity Information Summary. On a Mac, click CMD, Shift, E. This will export the entity file with the .gz extension.

To import the entity, simply drag the file from your desktop (or folder) into the dashboard of the desired account. Refresh your screen and the entity should now appear in the main entity list.

Note: You can use this same method to Export and Import precedents from one account to another.