How to Download Workflow Documents (Classic)
How to Download Documents from a Client Workflow
1. Open the Workflows section from the homepage 0:00
From the homepage, look at the icons on the left-hand side.
Click the fourth icon, which opens Workflows.
This takes you to a list of available clients.
2. Select the client whose documents you want 0:07
In the client list, choose the client you want to access.
Click the client name to open their workflow page.
3. Open the document area in the workflow 0:15
On the client’s workflow page, look on the right-hand side for the document section.
Click into the workflow item that contains the document you need.
If one item does not have a document, select another workflow item that does.
4. Download the forms and schedules 0:31
Once the document opens, you’ll see Forms and Schedules.
You can download each file individually if needed.
Or click the Download button to download everything at once as a ZIP file.
5. Save or move the downloaded files 0:46
The ZIP file downloads to your local device storage.
From there, move the files to whatever folder or location you need.