Managing Returned Documents
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      Download all Uploaded Files as a ZIP

      How to download both the PDF and original copies of all files from an Invite, in ZIP format

      You've had your client return their files and now you want to access them all in one go. In this guide we will show you how to download both the PDF & Original Files all Bundled in a ZIP Folder. You can also download all your files collated together into a single PDF File, with the link to that guide further down in this article.

      This zip file service may not work on invites with more than 30 files uploaded to them. As an alternative, consider setting up the cloud services of your choice to upload the files directly there.

      Note: PDF copies may not be accessible if the PDF Conversion option is turned off. You can access that option under Settings > Preferences> File Options.

      See our other guides on other File Accessing Methods

      • Access the Original Copy of an individual file here

      • Access the PDF Copy of an individual file here

      • Download all PDF converted files from an Invite into a collated Single PDF here

      See in this guide how to

      • Download a ZIP Folder of all Original Files and their PDF copies

      • Extract (Open) the ZIP Folder on Windows

      • Extract (Open) the ZIP Folder on Mac

      1. Open up the Invite you'd like to access from the Dashboard or Invites page, by selecting the Invite Subject or the Magnifying Glass under Actions

      Tip: You can also access the Invite Overview page at any time by going to Invites and then clicking on the Invite you would like to view

       

      Select All Requests from the Contact Selection to Collate Everyones Files

      Select an Individual Contact from the Contact Selection to Collate a particular Clients Files

       

      2. Click Download All to download everyone's files into a single zip, or Download Client Names Files to Download a particular Clients File

       

      3. Follow the prompt which will load a link to download your ZIP folder. Once loaded simply click the link to download your file.

      Tip: For large Invites the option to be emailed your download link will notify you with the download link when it is ready. Simply click the Email me the link button.

       

      Extract (Open) the ZIP Folder - Windows

      1. Open the Folder the ZIP Folder is saved to (usually Downloads)

      2. Click the ZIP Folder once to select it (it will become highlighted)

      3. Once Highlighted, at the top of the File Explorer Window you will see an Extract tab

      4. Click this and choose Extract All

       

      5. Follow the prompt to choose where to save the files from the ZIP Folder to.

      6. You can now access all the files within the zip folder

      • The Original folder holds the uploaded files in their original format

      • The pdf folder holds a converted PDF copy of the uploaded files

      Extract (Open) the ZIP Folder - OSX

      1. Open the Folder the ZIP Folder is saved to (usually Downloads)


      2. Double Click the ZIP Folder

      3. You can now access all the files within the ZIP Folder from a new Folder containing all the files, that is created in the same folder the ZIP Folder was in

      • The Original folder holds the uploaded files in their original format

      • The pdf folder holds a converted PDF copy of the uploaded files

      🛠️ Troubleshooting: Problems Downloading or Collating Files

      If you're experiencing issues when downloading or collating a file you or your client added to an invite, here are a few key things to check:

      ⚠️ File Compatibility

      • Our PDF conversion service does not support encrypted or password-protected files, and may not work properly for certain .xlsx spreadsheets or large files.

      • If this applies to your situation, we recommend downloading the original copy of the file instead.

      📂 Missing Files

      If you expected to see a file uploaded by your client, but it's missing:

      1. Check your client's Client Portal to confirm whether the file was uploaded:
        🔗 How to access a client’s portal

      2. Look under the specific request to see if the file appears there.

      3. If it's not visible, ask your client to upload it again and remind them to click the “Submit” button — files will only become available to you once submitted.

      📦 Collate and Download Limitations

      • The Collate File and Download All as ZIP features may not work for invites containing more than 30 uploaded files.

      • As an alternative, consider integrating with your preferred cloud storage service to collect files directly there. Learn more in our Cloud Integration Guide.

      🕒 Device Time Settings

      • Ensure your device's time and date settings are correct — mismatched system time can interfere with file downloads.

      🧹 Clear Browser Cache and Cookies

      Clearing cache and cookies can resolve many download and access issues. Follow the steps for your browser below:

      After clearing your cache and cookies, try the action again.

      If problems persist after these steps, feel free to contact support for further assistance.

       

      🎉Now you can quickly access every file all at once, no wasted time! 🎉