How-To: Download Your Documents Folder

There are several ways of accessing your documents for download. You can also download individual documents or releases. Groups of documents or batch download your entire folder.

 

Access The Project

To get started, be sure you’re in the all projects folder or in the correct project. You can click the MEsuite icon at the top left or the All Projects button at the bottom of the menu to return to the All Projects page.

Then click on the project from which you’d like to download your documents.

Once you’re in the project dashboard, click “Documents” in the menu bar to get to the documents folder. From here you can select two folder options for downloading.

1. From your Signed Release folder (this is a single folder with all of your project’s signed documents)
2. From a Smart Tag Folder (releases that have already been filtered. Another way to think of this is sub-folders for your Signed Release Folder)

Follow the below instructions depending on which folder you’re looking to download.

1. From your Signed Release Folder

After selecting the signed release folder, you’ll see your list of signed releases. You can filter your list by selecting the type of release at the top tabs (ie. appearance, talent, location, etc.)

Downloading your entire release folder.

To download your entire release folder, simply click on the download button. Without selecting any checkmark box, you’ll automatically select your entire signed releases folder. You can see how many total releases that are at the bottom of your screen.

Click on the download button to select a spreadsheet in Excel format or a zip folder with individual .pdf releases for your entire folder. Then click on OK to confirm the download.

Because this might take some time to process, depending on the number of documents signed, your files won’t download immediately or automatically.

You’ll need to go into your downloads folder to see the progress of the download. You’ll look for the request, and if the status says Success, you can click on Manage > Download. Please note: you might need to refresh the page a few times until the status shows “Success.”

Downloading individual or select releases.

To download a single individual release or a group of releases, you can select the checkmark box next to the releases you’d like to download and then click on the download button to select a spreadsheet in Excel format or a zip folder with individual .pdf releases for each selection. Then click on OK to confirm the download.

Similar to previous instructions, you’ll find the actual file ready to download in the downloads folder.

Downloading the larger selection, or whole page.

To download the whole page, but NOT your entire folder, you can first adjust the amount of release to be displayed on that page. Go to the bottom of the page and select how many results you’d like to display.

Next, return to the top and select the all-releases checkmark box to select the entire page

Then click on the download button and then follow the above procedure to select a spreadsheet or individual .pdf files.

Again, you’ll find the actual file ready to download in the downloads folder.

Filtering and searching

You can use the built-in filter options or search bar to help isolate the releases you’d like to download.

You can choose from a Smart Tag that you might have used or a specific date. Once you’ve filtered your results, use the checkmark box to select your desired release documents and then click on the download button, and then follow the above procedure to select a spreadsheet or individual .pdf files.

2. From a Smart Tag Folder

If you select a Smart Tag folder, you’ll see every type of release in one folder. That means that depending on how your team utilizes Smart Tagging, you may have different types of releases mixed together.

Downloading your entire Smart Tag folder.

To download your entire Smart Tag folder, simply click on the download button. Without selecting any checkmark box, you’ll automatically select your entire signed releases folder. You can see how many total releases that is at the bottom of your screen.

Click on the download button to select a spreadsheet in Excel format or a zip folder with individual .pdf releases for your entire folder. Then click on OK to confirm the download. This might take some time to process depending on the amount of releases signed. You can continue about your business and can check the downloads folder to see the progress of the download.

Downloading individual or select releases.

To download a single individual release or a group of releases, you can select the checkmark box next to the releases you’d like to download and then click on the download button to select a spreadsheet in Excel format or a zip folder with individual .pdf releases for each selection. Then click on OK to confirm the download.

Downloading the whole page.

To download the whole page, but NOT your entire folder, you can first adjust the amount of release to be displayed on that page. Go to the bottom of the page and select how many results you’d like to display.

Next, return to the top and select the all-releases checkmark box to select the entire page

Then click on the download button and then follow the above procedure to select a spreadsheet or individual .pdf files.

Filtering and searching

You can use the built-in filter options or search bar to help isolate the releases you’d like to download.

You can choose from a specific date. Once you’ve filtered your results, then use the checkmark box to select your desired releases documents and then click on the download button and then follow the above procedure to select a spreadsheet or individual .pdf files.

2. Accessing the Downloads Folder

Once you’ve confirmed the download, you’ll see a popup that looks like this:

That means you can head to your downloads folder, which you should see when you click on the Documents tab in the menu bar.

Once you click on that folder, you’ll see the list of download requests that have been made on your project. You’ll be able to download any previous request that has been made, just in case you need another copy. This is also good for incremental backups.

To download, simply click on Manage and then Download. You can also delete any erroneous download requests from here as well.

If you have Chrome, it should trigger a download popup at the bottom of your screen once it has completed downloading.

Done!

Let us know if you have any feedback at support@mesuite.com

-Team MEsuite.

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