In this article, users will learn the steps required for downloading a document stored with Filer. This could be important to the user as they need to access the document offline or have a backup copy stored locally.
In this article, screenshots will follow the example of an employee record context. All steps outlined below will be relevant for your context.
Downloading a document with Filer
Navigate to the SharePoint site where Filer is installed at your organisation.
Search for the record you are looking for using search, bookmarks, views or briefcases.
From the list of files in a particular record, select the file that you would like to download. Users can only download individual files and not a batch of files.
Select the ‘download’ icon.
A download disclaimer message will appear warning users that files will not be subject to compliance, retention and expiry policies. Click ‘Ok’ to proceed with download.
The file will be downloaded directly to your device’s download folder.