How to Download a File
- Click into a specific Account or Contact.
- Click the Files tab.
- Click on the file.
- Click the download icon in the upper-right of the screen.
- Save your files to the desired location.
Related article: How to Download Multiple Files
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How to Download Multiple Files
1. Navigate to the Files page. 2. Click the checkbox next to the files you'd like to download. 3. Scroll to the bottom of the page. 4. Click the download icon. 5. Your files will download as a zip file. Extract your files to view them individually.How to Download Multiple Files
1. Click on the Files tab. 2. Select Multiple Files. 3. Scroll to the bottom of the page. 4. Click the Download button. Related article: How to Download a FileHow to Download a File (Desktop)
Click on the Files tab on the left-hand navigation. Use the filters at the top to narrow your list. Click on the File to open it. Click the Download icon in the upper right corner. Related article: How to Upload a File | How to Download ...How to Download a File (Android)
Tap on the menu icon (three dots) in the upper-right corner. Tap Files. Tap Firm Uploads at the top of your screen to see files uploaded by your firm. Tap on the file you want to download. Tap the ellipsis (three dots) in the upper-right corner. Tap ...How to Download a File (iPhone)
1. Tap on the menu icon (three lines) in the upper-right corner. 2. Tap on Accounts or Contacts (depending on where the file is). 3. Search for the Account or Contact. 4. Tap on the Account or Contact. 5. Swipe to find the Files tab. 6. Tap Files. ...