Bulk download all files
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Lucy Moore
I miss how the client portal attachments had options before. We could select the dots next to the file name and rename, download, or move the file. Adding the extra step of having to open the file and then selecting More takes longer. If we could get the old way back and add some check boxes that would allow downloading multiple files would be a big help.
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Rebeccah Johnson
WE currently use another file storage system, and can't consider using this until we can regularly export at least all file and structure per client. For ALL clients would be AMAZING!
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Luke Ullah
This is very important to me for the client experience as well. I use custom folders to upload my clients' employee commission reports, but they have to download them all individually which makes it more inconvenient than an email.
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Brett Barry
We definitely need this!
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Cortnie Grno Fetzer
I believe u can if u click the paper income I think there is a bulk download button
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Tiffany Bogle
Downloading these 34 'question from client' files is going to be a pain every month!
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Alexandra Kieser
Yes, please! It's very tedious when clients upload files and you can only download one at a time.
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Roslind Burks
Merged in a post:
Bulk Download option for multiple files received
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Urvish S
It would be great if we can get the bulk download button for the files uploaded in "Transaction or Non-transactions section and Questions from client ". It would help when client's upload multiple files in one question!