a month ago
Bulk download documents from the Documents Library
You can now bulk download a large volume of documents from the Documents Library.
What's important or valuable about this change?
Admin users can download as many documents as they need to in one go from the Documents Library. This helps speed up tasks around tax season, such as downloading all the Form K-1s.
What do I need to do?
Select the documents you need to download, and click Actions → Download documents.
The zip file will be available for you to download in the Downloads section at the top right.
How do I learn more or get help?
For more information about the Documents Library and distributing K-1s, visit our support site.