Procedures
Use the procedures in this section to load the default checklist for selected accounting periods and upload, edit, and delete related documents.
To use the Monthly Checklist submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Search for Checklist Items
Use the Monthly checklist tab under the Monthly checklist submodule to search for checklist items. - Display Accounting Periods
Use the Monthly checklist tab under the Monthly checklist submodule to display an accounting period. - Go a Period Back or Forward
Use the Monthly checklist tab under the Monthly checklist submodule to display an accounting period by going a period back or forward. - Initialize Checklists from the Database
Use the Monthly checklist tab under the Monthly checklist submodule to initialize lists from the database. - Create Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to create folders for checklist documents. - Delete Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to delete selected folders for checklist documents. - Rename Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to rename selected folders for checklist documents. - Share or Unshare Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to share or unshare selected folders for checklist documents. - Create Deep Links to Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to create deep links to selected folders for checklist documents. - Generate Default Checklist Document Folder Templates
Use the Checklist documents tab under the Monthly checklist submodule to generate default checklist document folder templates. - 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. - Rename Files in Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to rename files in selected folders for checklist documents. - Duplicate Files in Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to duplicate files in selected folders for checklist documents. - Download Files from Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to download files from selected folders for checklist documents. - Download Files as ZIP from Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to download files as ZIP from selected folders for checklist documents. - Delete Files from Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to delete files from selected folders for checklist documents. - Edit Files in Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to edit files in selected folders for checklist documents. - Create Links to Files in Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to create links to files in selected folders for checklist documents. - Share or Unshare Files in Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to share or unshare files in selected folders for checklist documents. - Search for Files in Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to search for files in selected folders for checklist documents. - Change Views of Files in Checklist Document Folders
Use the Checklist documents tab under the Monthly checklist submodule to change the views of files in selected folders for checklist documents. - 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.
Parent Topic: Monthly Checklist