Download Files from Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to download files from 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 download a file from 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 download a file from.
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 file that you want to download.
5. Click the Checklist documents tab and highlight the folder with the file that you want to download.
6. In the right pane, highlight or hover over the file that you want to download and click .
   Alternatively, right click on the file that you want to download and select Download file.