Files and signatures
Download a client's uploads
Admins & staff
Open or save the files a client has uploaded, for one task or across all their tasks.
Where:SidebarClientsClient name
- Find the files.
- For everything a client has uploaded, select Clients in the sidebar, select the client, then select the Documents tab.
- For one task, select Tasks in the sidebar, select the task, then select Documents Uploaded to open it.
- Select the file name, or the Download icon beside it.
- In How would you like to open this file?, choose Preview in New Tab or Save to Device.
Good to know
- On the Documents tab, enter a file or task name in Search documents… to narrow the list.
- The Documents tab only shows if your plan allows file uploads, and files a client has removed are not listed.
- Documents Uploaded says No files submitted yet. until the client sends something.
Related
- See a client's tasks, documents and formsOpen a client to see their tasks, the files they uploaded and the forms they submitted.
- Require file uploadsAsk the client to upload files with a task, either as a must-do or as an option.
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- See how a client uploads filesSee how a client sends you files on a task, what they can upload and when they can change them.