Upload Files to Checklist Document Folders

Use the Checklist Documents tab in Month-End to upload files to 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 upload a file to 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 to which you want to upload files.
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 to which you want to upload a file.
5. Click the Checklist Documents tab and highlight the folder to which you want to upload a file.
6. On the toolbar of the right pane, click Upload File . Browse for the file that you want to upload and click Open.
   Alternatively, drag the file that you want to upload to the right pane.