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.
š 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.



