Edit Files in Checklist Document Folders

Use the Checklist Documents tab in Month-End to edit files in 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 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 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 file that you want to edit.
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 file that you want to edit.
5. Click the Checklist Documents tab and highlight the folder that has 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 you can edot are htm, html, txt, text, docx, rtf, mht, doc, and odt.
7. In the Document Editor dialog box, make the appropriate changes and click Save.
8. Click to close the Document Editor dialog box.