You can download documents stored in mattero to your device.
Please note, including the following characters in a file's name can interfere with how a device recognises and stores a file in its directory:
/ ? < > \ : * | "
As mattero is required to comply with the filename requirements of Microsoft and Apple's operating systems, these characters are automatically removed from a file's name whenever mattero converts a file to a PDF document, or attaches a file to an email via the Outlook Add-In. (View the Attach mattero Content to Email article for more information.)
Files with these characters in their file name can be uploaded to mattero, however due to potential download issues it is recommended you do not include these characters in your file names.
To download documents:
- Navigate to the Documents page or the Documents tab for a matter or contact, to display a list of documents.
Under Filter, select or enter document tags to limit the list of documents displayed.
- Select the documents to download.
Use Ctrl + Click or Shift + Click to select multiple documents.
- Select Bulk Actions, and then select Download Selected.
The selected documents are sequentially downloaded to your default download location.