Create Links to Files in Checklist Document Folders

Use the Checklist Documents tab in Month-End to create links to files in 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 create a link to a file in 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 file for which you want to create a link.
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 a checklist document file for which you want to create a link.
5. Click the Checklist Documents tab and highlight the folder that has the file for which you want to create a link.
6. In the right pane, highlight the file for which you want to create a link and click Link File .
   Alternatively, right-click on the file for which you want to create a link and select Link File.
7. In the Document Link dialog box, click Copy Link to Clipboard to copy the link.
   Note: The link is only available for seven days and can only be downloaded 50 times.