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Client Document Storage: Batch Download
Client Document Storage: Batch Download
How to bulk download from Client Document Storage
Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over a week ago

You can add client forms and documents to your cases in Additional Documents > Client Document Storage. Simply click "Add File" at the top, and pick which documents you want to upload.

Once forms have been added, if you ever need to download all forms into one file, you can easily do so by clicking Batch Download at the top.

After the batch download is complete. you will see a zip file at the bottom of your document list. Click the download icon to retrieve your zip file.

Then, you will see all of your saved documents under one file.

Click here to learn about adding tags to Client Document Storage!

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