Selective Download in Document Collection Request View

Objective

This SOP outlines the steps to efficiently use the selective download feature in the Document Collection Request View, enabling users to download specific documents as needed.
 

Key Steps

1. Accessing Document Collection Request View 0:00

• Navigate to the Documents section.
• Locate and click on the Request you wish to view.

2. Viewing Documents 0:12

• Observe that documents are grouped under Clear Sets.
• Use the collapse/expand feature for easier navigation.

3. Entering Select Mode 0:31

• Click the 'Select' button to enter select mode.
• Checkboxes will appear next to each document.

4. Downloading a Single Document 0:41

• Select one document by checking its box.
• Click the 'Download' button to download only that file.

5. Downloading Multiple Documents 1:03

• Select multiple documents by checking their boxes.
• Click the 'Download' button to download all selected files as a compressed zip file.

6. Downloading All Documents 1:21

• Click 'Select All' to check all 17 documents.
• Click the 'Download All' button to download all documents in one go.

7. Finalizing Downloads 1:31

• All downloaded documents will be saved in a single folder.

Cautionary Notes

• Ensure you have sufficient bandwidth before downloading multiple or all documents to avoid interruptions.
• Verify that you are downloading the correct documents to prevent unnecessary downloads.

Tips for Efficiency

• Use the collapse feature to quickly navigate through large sets of documents.
• Regularly check for updates on the selective download feature to utilize any new improvements.