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Status Under Consideration
Created by Guest
Created on Mar 26, 2024

Allow download of mutliple documents at a time and update file names

We would like to find an easier way to download/save CNB Statements from Agillink to our H drive efficiently. Right now, we must click on each image, click download, rename the file to “CNB – xxxx” and then save individually. For clients that have a lot of bank accounts, this becomes a time-consuming project. Is there a way when we click download and it saves with bank name and account number? Right now, it saves with a file name of “Showimages”. If we an figure out a system to have this download with mass mode, will even be better.

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Hi, is there any feature to download documents from the inboxes in one click to network folders? Since it takes so much time to download each one. Thank you
6 months ago in  0 Under Consideration