Rename Files in Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to rename 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 rename a file in a selected 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 rename.
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 rename.
5. Click the Checklist documents tab and highlight the folder with the file that you want to rename.
6. In the right pane, highlight the file that you want to rename and click Rename file .
   Alternatively, right click on the file that you want to rename and select Rename file.
7. In the dialog box, enter the new file name and click OK.