WorkBook

Delete Checklist Document Folders

Use the Checklist documents tab in Month-End to delete 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 delete 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 that you want to delete.
  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 that you want to delete.
  5. Click the Checklist Documents tab and highlight the folder that you want to delete.
  6. Click Folder Menu and select Delete Folder.
    Alternatively, right-click on the folder that you want to delete and select Delete Folder.
  7. In the confirmation dialog box, click Yes.