Create Deep Links to Checklist Document Folders

Use the Checklist Documents tab in Month-End to create deep links to selected 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 deep link to 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 that contains the checklist document folder for which you want to create a deep link.
  3. In the left pane of the Finance & Administration page, click Month-End > Monthly Checklist.
  4. Click the Monthly Checklist tab and use the Period drop-down list to select the accounting period that has the checklist document folder for which you want to create a deep link.
  5. Click the Checklist Documents tab and highlight the folder for which you want to create a deep link.
  6. Click Folder Menu and select Create Deeplink to Folder (zip File).
    Alternatively, right-click on the folder for which you want to create a deep link and select Create Deeplink to Folder (zip File).
  7. In the Document Lnk dialog box, click Copy Link to Clipboard to copy the deep link.
    Note: The deep link is only available for seven days and can only be downloaded 50 times.