Files
Help articles related to Files
By Liscio and 1 other2 authors32 articles
- Creating and Managing FoldersCreate folders and subfolders under an Account, rename or delete them, and move files into them.
- Files OverviewUse the Files page (Liscio Vault) to triage, find, and filter files across the Inbox, Files, and Folders tabs.
- 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 and Viewing Archived FilesArchive files on the Files page, view them with Show archived, and edit an archived file's details.
- 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