Generate Default Checklist Document Folder Templates

Use the Checklist documents tab under the Monthly checklist submodule to generate default checklist document folder templates.

To use the Monthly Checklist submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To generate a default checklist document folder template:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to generate a default checklist document folder template.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly checklist.
4. Click the Monthly checklist tab and use the Period drop-down list to select the accounting period with the folder that you want to set as a default folder template.
5. Click the Checklist documents tab and highlight the folder that you want to set as a default folder template.
6. Click Folder menu and select Generate default folder template.
   Alternatively, right click on the folder that you want to set as a default folder template and select Generate default folder template.