Upload Files to Checklist Document Folders

Use the Checklist documents tab under the Monthly checklist submodule to upload files to 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 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 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 upload files to.
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 upload a file to.
5. Click the Checklist documents tab and highlight the folder that you want to upload a file to.
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.