Rename Checklist Document Folders

Use the Checklist Documents tab in Month-End to rename 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 rename 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 folder that you want to rename.
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 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.