Use the Checklist Documents tab in Month-End to download files as .zip files from 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 download a file as ZIP from a checklist document folder:
-
On the main toolbar, click
Finance & Administration
.
-
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 from which you want to download files.
-
In the left pane of the Finance & Administration page, click
.
-
Click the
Monthly Checklist tab and use the
Period drop-down list to select the accounting period that has the checklist document files that you want to download as ZIP.
-
Click the
Checklist Documents tab and highlight the folder that has the files that you want to download as ZIP.
-
In the right pane, highlight the files that you want to download and click
Download as ZIP
.
Alternatively, right-click on the files that you want to download and select
Download File as ZIP.