Locations:

  • Student "Name": Student Folders page
  • Leads & Students page


Users with the following permissions

  • "Module" Documents and E-Sign Packages: Download


Case:

Users need to download a lot of documents of one or multiple students from GEGI. Downloading every document individually takes too much time and is not convenient.


Problem:

How to quickly and easily download the documents of one or multiple students?

 

Solution:

Added an ability to download the documents of one or multiple students in a single archive.


To download the documents of one student do the following:

  1. Open the Student "Name": Student Folders page.
  2. Select the required documents in the Student Folders panel.
  3. Click the corresponding item in the Actions drop-down menu above or below the Student Folderspanel:
    • Download - download all selected documents as a single archive.
    • Download (Merge PDFs) - download all selected files as a single archive. All PDF documents will be merged into a single PDF and added to the archive:


To download all the documents for multiple students do the following:

  1. Open the Leads & Students page, the Financial Module: Students page, or the Education Module: Students page.
  2. Select the students you need in the Students panel.
  3. Click the corresponding item in the Actions drop-down menu above or below the Studentpanel:
    • Download Documents - all documents of the selected students will be downloaded as a single archive with a separate folder for each selected student.
    • Download Documents (Merge PDFs for Each Student) - the same as the Download Documents option above but all PDF files will be merged into a single PDF for each student:



If the archive is not big, it will be downloaded quickly. If the archive is big, the archive is going to be processed for a certain time. When it is ready, the user will receive an email and a notification in GEGI with the archive download link.

Note: The download link is valid for 24 hours.


More information about downloading documents can be found in the following article - Downloading Multiple Documents as a single archive for one or more students.


Available since GEGI v4.10.0 (view release notes).