Duplicate Files in Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to duplicate files in 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 duplicate a file in 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 file that you want to duplicate.
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 duplicate.
5. Click the Checklist documents tab and highlight the folder with the file that you want to duplicate.
6. In the right pane, highlight the file that you want to duplicate and click Duplicate file .
   Alternatively, right click on the file that you want to duplicate and select Duplicate file.