Create Deep Links to Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to create deep links to selected 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 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the checklist document folder that you want to create a deep link to.
  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 with the checklist document folder that you want to create a deep link to.
  5. Click the Checklist documents tab and highlight the folder that you want to create a deep link to.
  6. Click Folder menu and select Create deeplink to folder (zip file).
    Alternatively, right click on the folder that you want to create a deep link to and select Create deeplink to folder (zip file).
  7. In the Document link dialog box, click Copy link to clipboard to copy the deep link.
    Note: The created deep link is only available for seven days and can only be downloaded 50 times.