You can share files that are already in Liscio with your clients, one file at a time or up to 25 files at once. When you share a file, it's shared with the Contacts you choose and also tied to the Account you choose them under. Contacts are always notified when you share a file with them.
How to share a single file
Select Files in the vertical (left-hand) menu.
Select the file's name to open it.
Select Actions > Share.
In the search box, type the name of an Account or Contact. Results are grouped by Account, with each Account's Contacts listed underneath.
Select the checkbox next to each Contact you want to share with, under the Account the file should be tied to.
Select Done.
Select Share.
Note: The Shared with list shows the Contacts the file is already shared with.
How to share multiple files at once
Select Files in the vertical (left-hand) menu.
Select the checkbox next to each file you want to share.
In the toolbar at the bottom of the page, select Share.
In the search box, type the name of an Account or Contact. Results are grouped by Account, with each Account's Contacts listed underneath.
Select the checkbox next to each Contact you want to share with, under the Account the files should be tied to.
Select Done.
Select Share.
Note: You can share up to 25 files at a time. The window lists every file you're sharing; to leave one out, select the X next to its name. When you share multiple files, the Shared with list isn't shown.
Important: Archived files can't be shared.