New Archer ZIP Management Tool & Utility Makes Downloading Multiple Files More Efficient

Downloading files in Archer can be time consuming, especially when you have multiple files in an attachment field or multiple files spanning across many records. The task of downloading and organizing the files and folders can be a job in and of itself. If this resonates with you, the new Archer ZIP Management Tool & Utility can help reduce the time and effort you spend downloading individual attachments. 

The Archer ZIP Management Tool & Utility is a custom object that can be configured and placed on an Archer Application or Questionnaire layout. It creates a ZIP file and automatically downloads all files present within a specific attachment field or fields that are either present on that record or across specified cross-referenced records. Using the Archer ZIP Management Tool & Utility, you can:

• Download files associated with one or more attachment fields present on a single record or within any or all cross-referenced applications/questionnaires into a single ZIP file by clicking a link on a record page layout. 
• Automatically create a ZIP file with appropriately name subfolders.
• Restrict download files only from records and fields to which the user has access.  If the user does not have permission to the record (current or cross-referenced) on which an attachment field resides or if they do not have access to a private attachment field, the download will omit those folders and files.

With Archer ZIP Management, users no longer need to:

• Manually click each individual file present within a record to download it to the desktop
• Manually create folders and move downloaded files into those folders
• Traverse multiple cross-referenced records and find the associated attachment fields to download

Interested in learning more about the Archer ZIP Management Tool & Utility?  Join us for a Free Friday Tech Huddle on May 19, 2023, for an overview and live demo. Free Friday Tech Huddles are only available to Archer customers and pre-registration is required. If you are not yet a customer but you are interested in learning more, please contact your local representative or authorized reseller — or visit us at www.archerirm.com.