WorkBook

Create Checklist Document Folders

Use the Checklist Documents tab in Month-End to create folders for checklist documents.

To use Monthly Checklist in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To create a checklist document folder:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to create a checklist document folder.
  3. In the left pane of the Finance & Administration screen, click Month-End > Monthly Checklist.
  4. Click the Monthly Checklist tab and use the Period drop-down list to select the accounting period for which you want to create a checklist document folder.
  5. Click the Checklist Documents tab and highlight the folder under which you want your new folder to be nested.
  6. Click Folder Menu and select Create Folder.
    Alternatively, right-click on the folder under which you want your new folder to be nested and select Create Folder.
  7. In the dialog box, enter the folder name and click OK.