Document Types
Use AGM Minutes, Executive Minutes, Financial Statement, or Other so records appear under the right heading.
Secretary Access
Minutes & Local Records
Maintain AGM minutes, Executive minutes, and annual financial statements in one protected workspace.
Secretary Login
Sign In
Use the secretary credentials to access local minutes and record uploads.
Secretary Panel
Meeting Minutes & Financial Statements
Upload records, review the archive, and publish changes live for other devices.
Tips & Tricks for Using This Page
Uploading
You can upload PDF, Word, or document files. The file is saved to AWS and the archive stores the link.
Publishing
After adding or removing records, click Publish Live so the Secretary archive is available on other devices.
Reports
Select the records needed for a meeting package, then use Create Report to print or save a digital PDF.
Upload Secretary Records
Secretary Report
Select the documents below that should appear in the report.