Downloading Multiple Files at Once

SafeSend Organizers allows users to download multiple files (individual or batches) via a global Download button available at the top of the Organizers Report screen.

Important

SafeSend Organizers can only perform a global download on organizers whose files are in the following statuses:

  • Engagement letters: Partially Signed and E-Signed
  • Organizers: Partially Completed and Completed
  • Source Documents: Uploaded

If individual or batch organizers are downloaded with files in other statuses, an error will appear.

org-global-download-button.png

Download behavior

The Download button is available when one or more organizers or batches are selected. Clicking the global download button will perform one of the following actions:

When one organizer or one batch is selected: SafeSend Organizers immediately downloads the organizer or batch to the user's computer.
When multiple organizers or batches are selected: SafeSend Organizers uses the setting specified in the user's Default Download Options. See the article Default download options for organizers for more information.

How downloaded files are named

When the global Download button is used, files will be named according to the rules below:

When a single organizer is selected:

A zip file is created with the name <Client ID> _docs.zip. The archive contains the following items:

  • Organizer PDF
  • (Optional) Engagement letter
  • (Optional) Source documents folder
When multiple organizers are selected:

A zip file is created with the name download_<MM_DD_YYYY>.zip. The archive contains the following items:

  • Folders for each organizer with the name <Client ID>

Each folder contains the following items:

  • Organizer PDF
  • (Optional) Engagement letter
  • (Optional) Source documents folder
When a single batch is selected:

A zip file is created with the name <Batch_Name>.zip. The archive contains the following items:

  • Folders for each organizer with the name <Client ID>

Each folder contains the following items:

  • Organizer PDF
  • (Optional) Engagement letter
  • (Optional) Source documents zip file
When multiple batch files are selected:

A zip file is created with the name BatchOrganizers.zip. The archive contains the following items:

  • Additional zip files with the name <Batch_Name>.zip

Each batch zip fill contains the following items:

  • Folders for each organizer with the name <Client ID>

Each folder contains the following items:

  • Organizer PDF
  • (Optional) Engagement letter
  • (Optional) Source documents zip file
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