What is the Files page?
The Files page, also called the Liscio Vault, shows every file uploaded to Liscio. To open it, select Files from the vertical (left-hand) menu.
All employees can view files shared with or uploaded by firm users and clients—except:
Specialist users, who only see files tied to their assigned Accounts
Files from Restricted Accounts, which are limited to select users
What do the Inbox, Files, and Folders tabs show?
Inbox
The Inbox is where you triage new files. It shows every file that hasn't been marked as reviewed, including client uploads and files sent with FileConnect. When you mark a file as reviewed, it's removed from the Inbox, but it still exists in its folder and on the Files tab, and keeps its Account and Contact associations.
Use the Source dropdown to choose which files the Inbox shows:
All: client uploads plus FileConnect files from everyone at your firm. This is the default.
Client Uploads: only files your clients uploaded.
FileConnect: only the FileConnect files you sent.
Files
The Files tab is the traditional list view of all files you have access to.
Folders
The Folders tab shows a folder for each Account, and you can create your own folders inside it. Files that aren't linked to an Account appear under No Account.
How to find a file
Select Files from the vertical (left-hand) menu.
Select the Inbox, Files, or Folders tab.
Enter a file name in the search bar.
What filters can I use?
Select + Filter to narrow the list:
All Files: shows all files by default. You can narrow it to Firm Uploads, Client Uploads, or Firm Only Files.
Accounts: shows files for one or more Accounts. Choose No Account to see files that aren't linked to an Account.
Uploaded by: shows files uploaded by a specific Contact or firm user.
Tags: shows files with specific tags.
Month and Year: show files for a specific month or year.
Show archived: shows the same view for archived files.
What bulk actions can I take on files?
To act on several files at once, select the checkboxes next to the files, then choose an action from the toolbar at the bottom of the page:
Download: downloads the selected files.
Share: shares the selected files with clients.
Mark reviewed: marks the selected files as reviewed and removes them from the Inbox.
Edit tags: adds or removes tags and changes the year or month.
Move: moves the selected files into a folder, including a folder under a different Account.
Route: sends the selected files to Smart Tax Delivery or a Smart Tax Organizer.
Export: sends the selected files to your connected document management system.
Archive: archives the selected files.
Delete: permanently deletes the selected files.