You've had your client return their files and now you want to access them. In this guide we will show you how to use the Collate feature to download a single, collated, PDF of all the uploaded files stitched together, rather than a ZIP Folder of both the original files and PDF Conversions.
📝 Note: PDF copies may not be accessible if the PDF Conversion option is turned off. See how to access this Option here.
See our other guides on other File Access Methods
See in this guide you will learn how to:
Download client files collated into a single PDF File
Download client files collated into a single PDF File for a particular client on an Invite
✨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.
2. Click on the Request tab to bring up the list of requests
3a. Select All Requests from the Contact Selection to Collate Everyone's Files
3b. Select an Individual Contact from the Contact Selection to Collate a particular Client's Files
4a. Click either Collate All or Collate 'Clients Name' Files to download the Collated PDF without attachments
4b. You may also select Quick to download the collated PDF file directly to your computer, without attachments
4c. You may select Advanced to give the option to email the files and include the attached documents within the collation.
If you change your mind, just click Download.
4d. You may select Collate Selected to choose which attachments and files you'd like to collate, at the individual file level.
Depending on your browser
The file will either open in a new window where you can choose to download it
Or the file will download straight away.
If you see the below warning, the server needs extra time to convert the files or there are invalid files uploaded.
📝 Note: You will encounter the error below if there are no available files to download.
🎉 Success! You've got yourself all your files in a convenient single file PDF! 🎉
😓 Having problems with that PDF? Pop into the chat bubble, well sort it! 😎