Download client documents
Documents stored in the client record can only be downloaded as a zip file.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- Select the Documents tab.
- Select the relevant documents.
- Select More actions, then Download as zip.
- Confirm the action.
The zip file is created in your browser's Download folder.
You can also download practice documents to view, save, or send.
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