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Getting Started
The Bylaws tab in the Entities Edit Mode provides an area to quickly access information such as quorum requirements, the location of the Minute Books, and a timetable for Annual Meetings. In addition, an area is provided to view the history of changes to the bylaws.
Fields
Directors – Lists information concerning the directors for the entity. The type of board specified can be floating or fixed. If the board is floating, enter the minimum and maximum number of directors. If the board is fixed, enter the number of authorized directors.
Minimum Directors – The minimum number of directors on the board according to the bylaws of the entity.
Maximum Directors – The maximum number of directors on the board according to the bylaws of the entity.
Authorized Directors – The number of directors on the board of the entity that have been authorized.
Directors Quorum – The number of directors that must vote or be present to qualify as a quorum for issues.
No. of Classes – The number of sets of directors elected for a term.
Current – Display-only information entered on the Positions tab.
Directors Comments – A freeform text area for any additional information.
Location – Lists information concerning the physical location of items necessary for official business.
Seal Location – The location of the seal for the entity.
Minute Books Location – The location of the minute books for the entity.
Annual Meetings – Lists information concerning the annual meeting for the entity.
Annual Meeting Notes – A freeform text area for additional information concerning the annual meeting.
Annual Meeting Month – The month the annual meeting should take place according to the bylaws.
Last Meeting Date – The date of the previous annual meeting.
Next Meeting Date – The date of the next annual meeting.
Purpose of Business – A freeform text area for information concerning the purpose of the entity's business.
Notes/History – Displays read-only records from the Notes/History/Charts tab that have been designated as a Narrative document type and Bylaws as the subtype. A Jump button is provided for easy access to the document record.
Buttons
Save – Click to save changes to the tab.
Reports – Click to access any tab-specific reports.