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Downloading Files

Download a single file, or up to 100 files at once as a zip, from the Files page.

Written by Brandon Mitchell

How to download a single file

  1. On the Files page, select the file's name to open it.

  2. In the file preview, select the download icon (a down arrow) at the far right of the toolbar above the document, next to the print icon.

  3. Save the file where you want it.

Note: If you renamed the file, it downloads under its new name. If a file can't be previewed, select Download instead.

How to download multiple files at once

  1. Select Files in the vertical (left-hand) menu.

  2. Select the checkbox next to each file you want to download.

  3. In the toolbar at the bottom of the page, select Download.

  4. Your files download as one zip file. Extract it to view the files individually.

Note: You can download up to 100 files at a time, including archived files. You can also download files from the Files tab on a Contact or Account page, one at a time or by selecting several.

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