Liscio Inc

Files Overview

Uploading Files

Downloading Files

File Intelligence Overview

File Intelligence: Customizing Your Naming Template

File Intelligence: Supported Document Types

File Intelligence FAQ

Finding & Replacing File Tags

Editing the Year and Month of Multiple Files at Once

Removing Tags From Multiple Files at Once

Adding Tags to Multiple Files

Deleting Files

Notifying a Teammate About a File Upload

Printing Files

Customizing File Tags

Archiving Files

Viewing Archived Files

Attachments in Liscio

Editing Files Names

How to Upload Files to Multiple Contacts

Sharing a Firm Only File within Liscio

Firm Only (Internal) Files

File Access Breakdown

File Names Not Accepted

Liscio Vault

Sharing Multiple Files

Accepted File Size & Type

Sharing Firm Only Files in Bulk

Tracking File History in Liscio

Sharing Files

Adjusting a File's Associated Account

File Annotations in Liscio

Liscio Support

Files

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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