Firm Only files are internal files that only firm users can see. They show a lock icon next to the file name.
Who can see Firm Only files?
Only firm users can see Firm Only files. Clients can't see them, even when the file is associated with their Account or Contact. The association keeps your files organized; it doesn't give the client access.
When can a file be Firm Only?
A file can be marked Firm Only when it's uploaded directly to Liscio, outside of a Message, Task, or Request. Files added to a Note or To Do are Firm Only by default.
How to find your Firm Only files
Select Files in the vertical (left-hand) menu.
Select + Filter > All Files > Firm Only Files.
What happens when you share a Firm Only file?
Sharing a Firm Only file works the same way as sharing any other file. Once you share it, the file is no longer Firm Only, the lock icon is removed, and the client can see it.