📥 How to download all documents associated with a process in Trackline
📥 How to download all documents associated with a process in Trackline
Download all documentation in Trackline
In Trackline, within the Code Contract platform, you can download all documents linked to a process to facilitate review, storage, or sharing.
What documents can you download?
- Documents uploaded by participants in different phases.
- Additional documents attached to each request.
How to download all documents of a process
- Access the process
From the Processes section, select the process from which you want to download the documents. - Find the option to download process documentation
In the process view, locate the button to download all documents together. - Unzip and save the files individually
A .zip file with all process documentation will be downloaded. You can unzip it and save the documents on your device for management or offline review.
How to download a document from a request in a process
- Access the process
From the Processes section, select the process from which you want to download the document. - Find the phase and request you want to download
Within the process, locate the phase and specific request whose document you want to download. - Download the document
Click the download button next to the request to download only that document. - Save the document
Save the document on your device for management or offline review.
