Download Multiple Documents

Use the Download Documents wizard to download multiple documents from Diligent Entities.

With the Download Documents wizard, you can select and download multiple documents in their original format, directly to your device. This wizard is available in Working Documents, Document Store, and all areas of Diligent Entities where documents can be attached.

Before you start

To use the Download Documents wizard, you must have the Export Working Documents and Export Document Store user role rights to be able to download multiple documents from Working Documents and Document Store respectively. Refer to User Role Rights for more information.

  1. Go to the required entity record and select Documents in the banner.

  2. On the Document Search page that displays, select the documents you want to download or use the search to filter the list of documents to the ones you want to download and select Select All.

    The system displays the number of selected documents next to the Wizard button.

    Note

    If no files are selected when using the Document Download wizard in Working Documents or Document Store, all files in the list are downloaded.

    Note

    If no files are selected when using the Document Download wizard for the attachments in a data library record, all files in the list are added to the zip file and downloaded.

  3. Select Wizards > Download Documents.

  4. On the confirmation dialogue that displays, select Yes to confirm the number of records selected and continue.

  5. In the Download Documents wizard that displays, enter a file name for the selected documents and select Next.

    Note

    The maximum uncompressed file size for the selected files in total can be 100MB by default. This setting can be changed in System Options.

  6. On the next page of the wizard, wait until the selected documents are downloaded then select Finish to complete the wizard.

    The documents are downloaded into a .zip file. You can find this file in the Downloads folder of your device.

    Note

    Files with names that contain over 150 characters or contain foreign characters or that are empty are not added to the zip file.