How to Generate a "Minutes Book"?

The minutes book ensures transparency, accountability, and legal compliance, providing a clear record of the deliberations that guide the company's management. Additionally, it is indispensable for auditors and regulators and can be used in litigation to verify the decisions made by the company.

To generate a Corporate Book in the system, follow the steps below:

1. Click on the three dots;

2. Then click on "Generate Minutes Book";

3. Configure the book in the modal that will open:

• • Choose one or more boards or projects.
  • Filter by period (optional):
  • Set a specific period for the documents, if necessary.
  • Choose the documents:
  • Include published and signed documents.
  • Documents in drafting or review will not appear.
  • Documents pending signatures will be included in their original version.
  • You must select more than one minute to generate the book.

4. Order the documents:

• • Select the order of the documents manually, using up/down arrows or dragging them.

5. Confirm the generation of the book:

• • You will receive an email notification when it is ready.
  • The link is valid for a single download and directs the user to the login page or session unlock to initiate the download.

IMPORTANT:

• Permission Verification: Only users with permission can generate and view the book.
• Document Organization: From newest to oldest, with manual selection of the order.
• Digital Signature: Books with signed documents will have Atlas validation.

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