Bulk download feature for client portal
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Adrian Gusky
It would be great to be able to offer this feature! We upload a series of documents to our client's portal on a daily basis. This would increase efficiency tremendously!
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Amanda Aparicio
Merged in a post:
Client Portal
Amanda Aparicio
If we upload 20 files to a client in the client portal, for there end of the month, add a way to download all of the files at one time into a zip file.
Amanda Aparicio
Merged in a post:
Download all option in the Client Portal
Amanda Aparicio
It is very time consuming for the client to click into each document and then select download. There needs to be a checkbox to select all and download a zip file. Please and thank you.
Amanda Aparicio
Merged in a post:
Bulk Download Client Portal
Amanda Aparicio
We upload 10+ documents to many of our clients each month, as part of their monthly accounting package. We would like to see bulk select to download files,.
Amanda Aparicio
Adrian Gusky, question! Do you mean on Client Tasks? Or Client Files?
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Tricia Compton
Amanda Aparicio Client Files
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Adrian Gusky
I also received feedback from a client this week about not being able to bulk download. It would be quite helpful if this feature was added.
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Stephanie
So ridiculous and time consuming that there isn't download all functionality. It isn't complicated.
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Michael Brajak
Yes please - a client notified me of this. I did not realize clients cannot download all files into a Zip folder until today. They would need to download each file individually which is not ideal.