The documents tab is used to view all documents that have been sent to and received from the Client. You can rename, and download the documents from this tab.
Documents tab overview
Search
Search all documents and find any based off your search criteria
Sort
Sort the documents based off uploaded date, or alphabetically by file name
Download
You can download a specific document by finding that document and choosing the Download button beneath it
You cannot send documents from this tab. You must go to the messages tab.
Rename
You can rename a specific document by finding that document and choosing the Rename button beneath it
Export all Documents
Export every document that was uploaded into one zip file. This will download to your device.
