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:
-
On the main toolbar, click
Finance & Administration
.
-
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.
-
In the left pane of the Finance & Administration page, click
.
-
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.
-
Click the
Checklist Documents tab and highlight the folder for which you want to create a deep link.
-
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).
-
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.