Download client documents

Documents stored in the client record can only be downloaded as a zip file.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select the Documents tab.

4. Select the relevant documents.
5. Select More actions, then Download as zip.
6. 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.