How can I bulk download my client’s documents from the Portal?
We've made it easy to download multiple documents at a time.
To bulk download your client’s documents from the portal take the following steps:
- Navigate to the Client portal you would like to download documents from
- Click the Documents module
- Navigate to the folder that contains the documents you would like to bulk download
- Select all the documents for download
- Click the Download button at the top of the Documents table
The selected documents will be downloaded via a .zip file to your computer’s local Download folder