The Download all feature lets you grab every file in a section — Documents, Files, or Images — as a single ZIP download, straight from an opportunity's sidebar. No more opening and saving attachments one at a time.
Downloading from an opportunity
Open any opportunity at https://app.trustpager.com/crm/opportunities, then scroll the right sidebar to the section you want — Documents, Files, or Images.
To the right of each section's Add button there's a three-dots menu (⋯). Click it to open the menu, then choose Download all. The ZIP downloads automatically — your browser will either save it or prompt you for a location depending on your settings.
The filename follows a predictable pattern: opportunity-name-documents.zip, opportunity-name-files.zip, or opportunity-name-images.zip, depending on the section.
What's included in the ZIP
- Documents — every PDF attached to the opportunity, whether it came from the document builder, an external upload, or a linked workspace document.
- Files — every non-image, non-PDF file attached (payslips, Word docs, audio, bank statements, and so on).
- Images — every image file (JPEG, PNG, WebP, etc.) attached to the opportunity.
Spreadsheets aren't included in bulk download — they're live linked objects, not static files. Download individual spreadsheets from https://app.trustpager.com/tools/spreadsheets instead.
Downloading from contacts, companies, and products
The same three-dots menu (⋯) and Download all option is available on file attachment sections elsewhere in the platform — contact detail pages, company profiles, and product records. The workflow is identical: open the record, find the section, click the three-dots menu, choose Download all.
For developers
If you're working through Claude or another connected agent, bulk download is accessible via MCP. The download_opportunity_attachments_zip tool (and equivalent tools for contacts, companies, and products) returns a signed download URL pointing to the ZIP — ready to pass to a file-save step or forward to a client.
Ask Claude: "Download all documents from Sarah's home loan opportunity as a ZIP and save it to my downloads folder."
Claude will call download_opportunity_attachments_zip with the opportunity ID and section type, then use the returned URL to fetch and save the file.
To see the full tool surface available on opportunities, ask your agent to call describe_resource('opportunity').
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