The Client Hub File Manager Offers the flexibility to download single documents, download documents in bulk or download folders. Accountant users also have the option to rename documents and organize them into folders. Follow the instructions below for your desired action.
To toggle between the Folder view and List view of
To move, preview, or download a single document
- Click on the document name from the folder, recent files, or the bucket
- A preview of the document will be displayed
- Select the appropriate action on the left side (Downloads, Rename, Move to folder, or Delete)
- Click close when done
To move or copy multiple documents and/or folders
- Click on the document type icon and/or folder icon
- You can bulk-select files (only) using the Select all files link at the top of the file/folder list
- Select the appropriate action on the left side to cut or copy selected files and folders
- Select the folder you want to copy or move the files/folders to
To download a copy of all files and folders from the File Manager as a Zip file to your local machine
- Click on the Actions icon (...) for the Client Shared or Internal Folders, or for a specific folder
- Select Download all content
- A zip file of the selected folders will be downloaded to your local machine
Nov 26, 2024