Download Docs and Per Page View
complete
Doug Waite
So came across this one recently. Client uploaded 26 tax documents along with the two excel files generated from the questionnaire and the auto pay info. Not realizing I had the "Rows per page" set to 25, I clicked on the check all box so I could download all of the documents to a zipped folder and it only downloaded the 25 documents visible on the page and the remaining three were not downloaded, unbeknownst to me. Two of the documents that were not downloaded were their respective W-2s (the bulk of their income). Figuring they may have forgot to upload their W-2s I requested they upload them to the portal. As such, I looked like a complete amateur for asking them for their W-2s...AGAIN. Is it possible to have ALL documents that the client uploads (despite the number per page view) included in a bulk download? If not, can the per page view default be set to 200 so none of us run into this issue again?. Thanks
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Caroline Lukins
updated the status to
complete
Caroline Lukins
updated the status to
in progress
Lena Malkhasian
updated the status to
planned
Hey Doug, thanks for bringing this to our attention -- it's a great point. I've added a ticket to update this design so that you have better visibility into what you're downloading and are able to download
all
files. Will let you know as soon as it's released.Dwight Clancy
updated the status to
under review