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DocVault provides bulk downloads for advisors to quickly download multiple documents at once. 

  1. Maximum of 20 files downloaded at a time

  2. A blue banner will appear after a successful download

  3. Outputs a file called documents.zip

  4. Advisor-side UI only (not available in the Client UI)

To download files in bulk:

  1. Navigate to Engage > DocVault.

 

  1. Select the documents you wish to download.

 

  1. Choose the download icon.

 

  1. Confirm the zip file has been downloaded.

 

  1. Unzip the files to the location of your choice. 






 

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