This article will guide you through the process of Administrators can download documents that have been uploaded, e-signed, or generated in the system. These documents can include copies of passports, tax forms, letters, and custom documents required to upload and more.
Important: The download filtered documents button will only work with applied document filters.
Create a Filter
1. Login to your Calculus account.
2. On the left-hand side, click on the users tab.
3. Select All Accounts Tab.
4. Click on the Filter button.
5. Name the Filter for future use.
6. Click on Add Condition and from the drop-down menu, choose from the document filters:
- Documents Uploaded
- Documents E-signed
- Documents Generated
7. Optional: If you would like to combine more than one condition, you can select the add condition button with AND/OR operator to combine the conditions.
Info: An Example will be combining 'Documents E-signed' OR 'Documents Uploaded' Filters. This will apply the conditions separately and results will display if either condition is met.
8. Expand the criteria and choose which document(s) you want to download.
Success: You can select multiple documents for download.
Info: To download all documents, click Select All.
9. After setting up the filters, click Save or Save and Apply to use the filter in the future.
View Results
The filtered results will now display in the User List.
10. Click on the Actions button and a side panel will open.
11. Select all users.
Download Documents
12. Scroll down the panel and click on Download Filtered Documents button.
13. A green message will appear to confirm the download is in progress.
14. Once the download is complete, you will receive a notification via the Notification Bell and email.
15. Click on the notification to view a summary of the results and access the download link.
16. Once downloaded, you can access the documents in downloaded Folder.
Info: The folder will include a sub-folder for each user and their respective document(s).