View Files in Selected Checklist Document Folders as Images

Use the Checklist documents tab under the Monthly checklist submodule to view files in selected folders for checklist documents as images.

To use the Monthly Checklist submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To view a file in a selected checklist document folder as an image:

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 view as an image.
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 a checklist document file that you want to view as an image.
5. Click the Checklist documents tab and highlight the folder with the file that you want to view as an image.
6. In the right pane, highlight or hover over the file that you want to view as an image and click .
   Note: WorkBook displays all file types as an image except for MS Excel files, which are downloaded to your computer instead.