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How can I download documents that are gathered in a customer record?

Discover the process of downloading documents that have been collected in a pre-existing customer record.

To download documents from a customer record, follow these steps:
  1. Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
  2. In the customer record, ensure that you have selected the Data & Docs tab.
  3. Scroll below the Customer Details panel, then open the Documents panel to view all documents gathered in a customer record.
  4. Select the document that you would like to download, then click the Download icon.

You also have the ability to download all documents at once in a combined zip file by clicking Download All Documents.

Here is a short video that provides a clear explanation of the process mentioned above: