Uploading and Downloading Files in a Document Locker

Clients can upload and download files in their Document Locker at any time of the year. If the taxpayer's spouse was invited to join a request, both the taxpayer and spouse can access the Document Locker and upload files.

In addition, any staff members who both have access to the client and have been granted the Client Collaboration - Request Dashboard - Document Locker - Add permission can upload files to a Document Locker as well. Staff members must have the Client Collaboration - Request Dashboard - Document Locker - Edit permission to download files.

Note: Client-uploaded files and finalized tax return packages remain in a Document Locker for up to two years. Retention of firm-uploaded files can range from three months to two years, depending on the firm's retention setting. After that point, the files are moved to the Deleted Files tab in the locker. The date when files are scheduled for deletion is shown in the Expiration Date column in the Document Locker. See Deleting Files in a Document Locker for more information about deleted and expired files.

Upload a file.

1. If you are not already on a Requests page, click , and then select Requests.
2. Do one of the following on the Requests dashboard, depending on the location of the request: 
• To open a workflow status page, click the status name or status wedge in the Request Status section.
• To open the Reopen status page, click View reopen requests on the Reopen tile.
• To open the Overdue status page, click View overdue requests on the Overdue tile.
• To open the Error status page, click View errors on the Errors tile.
3. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
4. Click in the Actions column and select View files in Document Locker.
5. Do either of the following:
   • Click Upload on the far right above the list. Navigate to and select the file to upload, and then click Open.
   • Drag-and-drop a file from your computer to the Document Locker.
6. If you would like to add tags to the file, do the following. Otherwise, click No thanks, I'll do it later.
   1. Click Tag Files.
   2. Click into the Add tag box for the file and select a tag from the list. You can add more than one tag if needed.

   Note: The tags that are available here are created in the Administration section of Client Collaboration setup. See Managing File Tags for more information.

7. Click Save.

Download a file.

1. If you are not already on a Requests page, click , and then select Requests.
2. Do one of the following on the Requests dashboard, depending on the location of the request: 
• To open a workflow status page, click the status name or status wedge in the Request Status section.
• To open the Reopen status page, click View reopen requests on the Reopen tile.
• To open the Overdue status page, click View overdue requests on the Overdue tile.
• To open the Error status page, click View errors on the Errors tile.
3. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
4. Click in the Actions column and select View files in Document Locker.
5. Locate the files you want to download. If needed, select options in the Filters section on the left side of the window to filter the file list.

   Note: If the Filters section does not display, click above the list.

6. Do either of the following:
   • Download a single file. Click the file name, or click and select Download from the menu.
   • Download multiple files at one time. Select the check box for each file you want to download, or click the check box in the header row to select all files on the page. Then, click Download above the list.

     Note: When you download multiple files at one time, the files are packaged together in a single ZIP file. The file name will be Doculocker_mmddyyyy_hhmmss.zip, where mmddyyyy is the date and hhmmss is the time of day.