Skip to main content

Add Documents to Quick Downloads

How to add documents to Quick Downloads

If you are inside of a client file and want to have a document for easy download, you can add it to Quick Downloads.

Quick Downloads can be found in any client file/application.

The Quick Downloads Icon looks like this:

Step 1: Navigate to Document Manager > Document Templates

Step 2: Click on the Option to add the desired document to Quick Downloads.

šŸŽ‰ That's it! The document will now appear in the Quick Download in any application. If a team member cannot see the Quick Download icon, it can be enabled in User Permissions by an Admin.

Did this answer your question?