August 12, 2026

How to Organize Existing Corporate PDFs in Your Minute Book

Corporate records rarely begin in one tidy system. Articles may be in an old email, signed resolutions in a shared drive, and bylaws on someone else's computer. MinuteKeep's PDF vault gives those existing records a home alongside your current Interactive Minute Book.

The vault and manual organization are available on both Free and Pro. Standard storage and manual organization do not scan, interpret, OCR, summarize, or extract information from PDFs. A separate, limited AI organization pilot is restricted to one designated internal test owner and explicitly approved corporations. It is not available to other customers yet; it processes only the PDF the owner selects and only after the owner confirms the action.

What You Can Store

Use the vault for existing corporate PDF records such as:

Files must be PDFs and may be no larger than 50 MB each.

How to Organize an Existing PDF

  1. Open the corporation in MinuteKeep and go to its Files area.
  2. Select Upload PDF and choose the file from your device.
  3. Add a clear display name, label, and category.
  4. Mark frequently used records as important and reorder files into the sequence that works for your book.
  5. Choose Standalone filing and a binder section, or choose Signed copy and the particular generated record it belongs to.
  6. Open the Interactive Minute Book to view the PDF in that binder position. A linked signed copy appears immediately with its generated record, which remains unchanged.

Your uploaded original remains available to view or download on both Free and Pro. You can also change its organization or delete it later.

What the Free Plan Includes

For each Free corporation, you can store up to 25 PDFs and 250 MB in total. Each PDF can be up to 50 MB. An account-wide 1 GB guard applies across all Free corporations on the account.

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Free also includes the current Interactive Minute Book with previews of generated pages. Company records and edit forms remain usable, and uploaded originals remain fully viewable and downloadable. Reading full generated page text and downloading the compiled PDF or Word minute book require Pro.

What Pro Adds

Pro increases storage to 2 GB and up to 100 PDFs per corporation, with the same 50 MB per-file limit. Pro also unlocks:

The distinction is simple: Free lets you manage company records, organize uploaded originals and preview generated pages; Pro adds full generated page text, compiled outputs and historical views.

A Practical Filing Pattern

Use consistent categories and names instead of recreating a physical binder's complexity. For example:

Put the documents you rely on most near the top and use the important marker for records you need quickly during banking, financing, accounting, or due diligence.

Frequently Asked Questions

Can Free users download their uploaded PDFs?

Yes. An uploaded PDF is your original file and remains viewable and downloadable. Pro is required to generate or download the compiled MinuteKeep PDF/Word minute book.

What happens when I reach the Free storage limit?

Your existing files remain available. Delete files you no longer need or upgrade the corporation to Pro before adding another PDF.

Does MinuteKeep scan or extract information from an uploaded PDF?

Standard storage and manual organization do not scan, OCR, interpret, summarize, or extract data from PDFs. A separate, limited AI organization pilot is restricted to one designated internal test owner and explicitly approved corporations. It is not available to other customers yet; it processes only the PDF the owner selects and only after the owner confirms the action. Manual organization remains available on Free and Pro.

Do uploaded PDFs appear in past-year minute book views?

Uploaded files are shown in their selected position in the current Interactive Minute Book. Pro's historical views represent the book's corporate data for a selected past fiscal year; uploads are not treated as historical snapshots.

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