Rename Checklist Document Folders

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