Generate Default Checklist Document Folder Templates

Use the Checklist Documents tab in Month-End to generate default checklist document folder templates.

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 generate a default checklist document folder template:

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 for which you want to generate a default checklist document folder template.
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 folder that you want to set as a default folder template.
5. Click the Checklist Documents tab and highlight the folder that you want to set as a default folder template.
6. Click Folder Menu and select Generate Default Folder Template.
   Alternatively, right-click on the folder that you want to set as a default folder template and select Generate Default Folder Template.