To export documents from any folder of TaxWorkFlow to local disk you need to go to to the “Clients>Documents” and pull-down the menu by right-clicking on the selected folder:



Select "Export documents" to open an export wizard:



Select local folder where you want to export documents:



The final step is to click "Export Documents" button:



When export is finished you can see all exported documents in selected local folder. Documents will be saved in subfolders named by your clients full names.