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Download Document

How to download documents from the LysisAI Platform.

Prerequisites

Before you begin

  • You are logged in
  • You have access to at least one document (as owner or authorized employee)

Document Preview

Before downloading a document, you can view it directly in the application:

Preview Workflow

Click the Eye Icon or View Document to open the integrated preview.

Step 1: Find Document

  1. Click on Documents in the left navigation
  2. Use the search function or filter by category and year
  3. Find the desired document in the list

Document List

Quick Search

Use the search bar in the top right to find documents by name.

Step 2: Start Download

There are several ways to download a document:

Option 1: Direct Download

  1. Click the Download Icon (↓) in the document row

Download Button

Option 2: Via Context Menu

  1. Click the Three-Dot Menu (⋮) next to the document
  2. Select Download from the menu

Context Menu

Step 3: Save File

  1. Your browser opens a dialog to save the file
  2. Choose the desired location on your computer
  3. Click Save

Download complete

The file is downloaded in the original format and with the original filename.

Download Multiple Documents

To download multiple documents at once:

  1. Enable the checkboxes to the left of the desired documents
  2. Click Download Selected at the top
  3. All files will be downloaded as a ZIP archive

Batch Download

As Employee: Download Client Documents

As an employee, you can download documents from your assigned clients:

  1. Select the Client from the dropdown list
  2. Navigate to Documents
  3. Download the documents as described above

Permissions

You can only download documents from clients you are assigned to and for which you have download rights.

Download Problems?

Problem Solution
Download does not start Check your browser settings and allow downloads
File cannot be opened Make sure you have the appropriate software installed (e.g. PDF reader)
Error "Access denied" You do not have permission for this document - contact the administrator
Download aborts Check your internet connection and try again

Download History

Audit Log

All downloads are logged for security reasons. Administrators can see who downloaded which document when.

Security Notes

Privacy

  • Treat downloaded documents confidentially
  • Do not share documents with unauthorized persons
  • Delete downloaded files after use if they contain sensitive data