View Files in Selected Checklist Document Folders as Images

Use the Checklist Documents tab in Month-End to view files in selected folders for checklist documents as images.

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 view a file in a selected checklist document folder as an image:

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 want to view as an image.
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 that you want to view as an image.
5. Click the Checklist Documents tab and highlight the folder that has the file that you want to view as an image.
6. In the right pane, highlight or hover over the file that you want to view as an image and click .
   Note: WorkBook displays all file types as an image except for MS Excel files, which are downloaded to your computer instead.