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. 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 Multiple Files (Firm Users)
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 ...How to Download & Move a File to Your Internal Storage Solution
1. Click on the Accounts or Contacts page on the left-hand side of the screen. 2. Use the search bar at the top of the list to search for a specific Account or Contact. 3. Click on the Account or Contact record. 4. Click the Files tab. 5. Click the ...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 ...