How to Download Workflow Documents 2.0
1. Open the client Workflow 0:00
Start by locating the correct client.
Open the client’s workflow so you can access their documents.
2. Go to the workflow 0:08
Click into the client’s Workflow section.
This is where the document resources are located.
3. Find Documents under Resources 0:20
Scroll down until you see Documents under Resources.
Click Documents to open the available files.
4. Download an individual document as a PDF 0:20
Select the document you want to download.
Choose the option to download it as a PDF.
5. Download all documents as a ZIP file 0:32
If you want everything at once, click Download all as a zip.
This will package all documents into one ZIP file for easier downloading.
6. Save the files locally 0:40
The download will save to your local drive.
From there, move the files to any folder or location on your computer as needed.