Edit Files in Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to edit 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 edit 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 edit.
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 edit.
5. Click the Checklist documents tab and highlight the folder with the file that you want to edit.
6. In the right pane, highlight the file that you want to edit and click Edit file .
   Alternatively, right click on the file that you want to edit and select Edit file.
   Note: The only file types that can be edited are htm, html, txt, text, docx, rtf, mht, doc, and odt.
7. In the Document editor dialog box, make the necessary edits and click Save.
8. Click to close the Document editor dialog box.