How to Download All Attachments in a Task
- Click on the Task to open it.
- Click on the ellipsis (three dots) in the upper-right corner.
- Click Download All Attachments.
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How to Attach Files to a Task
Tap into the Task. In the Attachments box, either Drop files to attach, or Browse. If dropping, drag and drop the file from your File Explorer or Finder into the Attachments box. If browsing, click Browse, and select the Browse option to open the ...
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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 File
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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 ...
Exporting Requests Answers and Documents
Easily export a PDF copy of the answers in a request or all documents uploaded to the request. Exporting Answers (Print PDF) From the Requests page, navigate to the tab the Request you wish to export is in. Open Requests: Requests that your client ...
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 ...