Create Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to create folders for checklist documents.

To use the Monthly Checklist submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen 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 that you want to create a checklist document folder for.
5. Click the Checklist documents tab and highlight the folder where you want your new folder to be nested under.
6. Click Folder menu and select Create folder.
   Alternatively, right click on the folder where you want your new folder to be nested under and select Create folder.
7. In the dialog box, enter the folder name and click OK.