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- Basil
- FAQs: Documents (Files)
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Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
How can I download a file in Basil?
To download a file, click the three-dot menu for the file, and select Download. The file will be downloaded to the Downloads folder on your PC.
If you need to download all your files from Basil at once, you may request to have the CoraSync download feature enabled for your account by contacting CoralTree Support. Please view the 'CoraSync' help guide for more details.