Search for Files in Checklist Document Folders

Use the Checklist Documents tab in Month-End to search for 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 search for a file in a selected 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 that you are looking for.
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 file that you are looking for.
5. Click the Checklist Documents tab and highlight the folder that has the file that you are looking for.
6. On the grid toolbar, use the Search Files field to enter a keyword that is associated with the file.