Download files
The data pane displays all documents that are available to the user in the data pool. To open the contents of the documents, the corresponding file attachments must be downloaded.
To download individual files from the data pool:
- Search for the desired document in the view using the filing folders and search functions.
- Click the document label to open it, or expand the row in the view by clicking the double arrow to view the details.
- Click on the name of the attachment you are looking for to start the download.
- Repeat step 3 for all desired engagers.
- Close the document after the last download by clicking on the "All documents“
If you want to download several attachments of a container together, select the desired files and click on the "Download selected files" button. The attachments are summarized in a zip file and downloaded together. A dialog box displays the file name for the zip file and can be changed if necessary.
In the dialog box, you can also specify whether the attachments should be downloaded with or without a storage folder.
In addition to downloading individual files, it is also possible to download up to 25 containers as a bulk download in one go. The attachments of the marked containers are combined into a zip file and downloaded together.
If desired, the storage folders of the marked documents can be stored in the zip file, so that the attachments are organized in the same folder structure as they were stored in the data pool.
To start a bulk download with up to 25 documents:
- Search for the desired documents in the view using the filing folders and search functions.
- Select the desired documents by clicking in the box to the left of the label.
- Start the bulk download by clicking on the "Selected documents ..." and the subitem "Download".
- In the dialog box, click the checkbox to specify whether the attachments are to be downloaded with or without a storage folder.
- In the dialog box, correct the name of the zip file for the bulk download if necessary and confirm the note with "OK“.
- All attachments of the selected documents are combined by the server in a zip file and the download is started.
- Open the zip file to view the downloaded files.
