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 file you'd like to download.
6. Click the download button in the top right of the screen.
7. Drag and drop into the internal storage or save to the desired location.
Contact Us
Related Articles
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
How 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. ...
How to Download a File (Android)
1. Tap on the menu icon (three lines) in the upper-left 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. Tap Files. 6. Tap on the File you want to ...