This article outlines the options you have for downloading your client files as a zip.

A flat zip downloads ALL files from ALL banks and accounts into a single folder. Probably more practical where your clients don't have too many accounts, or you want to grab your client files to quickly copy out any files you want to store somewhere else i.e. in your CRM.

With a Structured zip file, we will create a folder for each bank, with separate folders for each account. As shown in the graphic below.

A custom zip let's you set the naming convention for your clients files. It also allows you to add folders, like you see in the structured zip, or have no folders, like you see in the flat zip option. When creating your own zip format, you can use the / operator, in between your curly brackets i.e. }} / {{ to create sub-folders.

There are instructions on the Custom Zip file tab that show you how to make changes to the file name and/or the file path.

Try This

Copy the code below and paste it in as a Custom Zip format. Download your clients file and check out the structure.

The zip format above includes all files into a single folder. The PDFs are named as in the example below.

Last name (green), bank name (blue), last 4 digits of account no (red), document type (statement or transaction listing) (orange), end date of the document i.e. statement or transaction listing end date (purple).

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