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.
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.