WorkBook

Change Views of Files in Checklist Document Folders

Use the Checklist Documents tab under in Month-End to change the views of 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 change the view of files 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 files for which you want to change the view.
  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 files for which you want to change the view.
  5. Click the Checklist Documents tab and highlight the folder that has the files for which you want to change the view.
  6. Click Change to List View or Change to File View .