Here are the step for doing a mass download of all documents for an account:
- Click on the File Cabinet page
- Depending on the account type for which you would like to download documents for (Billing Account or Bank/Money Account), click on the My Bills or My Statements Tab
- Select the provider folder
- Select all bills/statements in the folder or select specific bills/statements to download
- Once documents have been selected, a Download button will appear.
- Click on the Download button and all selected documents will then download unto your computer.
Although we have mass statement download functionality at the Account level, at this time, we do not have mass download functionality for ALL documents stored on Finovera. This is in the works for a future release.