Scroll to the Client Files section in the engagement to see a list of the files uploaded.
Click on a File Name to view a document.
Click the Download All button to package all the files in a zip file and download them to your computer.
To track which documents you have already used in the return, check the Mark Document Used column (optional).
Click the trash can icon to delete a document, then confirm its deletion. Deleting a document is permanent. This also deletes it from the list of documents your client can see. (Your client can also delete documents from this list from their client portal.)
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