Accepted File Size & Type
Liscio has a file size limit of 2GB per file
Below is a list of accepted file types:
1. jpg | jpeg | png | gif | pdf | postscript | x-eps |
tif | tiff | txt | text
2. docx | doc | dotx | docm | dotm
3. xls | xlt | xla | xlsx | xlsm | xltx | xltm | xlsb | xlam | csv | tsv
4. pptx | ppt | potx | pot | ppsx | pps | pptm | potm | ppsm | ppam
5. zip
6. mp3
7. qbb | qbw | .qbo
8 .EPS | .AI
9 .QFX | .QBX | .QBA
10. .PTB | .CAB
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Accepted File Size & Type
Liscio has a file size limit of 2GB per file Below is a list of accepted file types: 1. jpg | jpeg | png | gif | pdf | postscript | x-eps | tif | tiff | txt | text 2. docx | doc | dotx | docm | dotm 3. xls | xlt | xla | xlsx | xlsm | xltx | xltm | ...
File Names Not Accepted
Ensure file names meet the platform's requirements. Avoid using special characters, excessively long names, or unsupported formats. Rename files as needed to comply with accepted naming conventions as it can affect editing and downloading processes. ...
File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is for firm viewing only. Clients cannot see these files. Firm Only (internal): Any files marked firm only (indicated by a lock icon next to the file name) can only be seen by firm employees ...
How to Edit a File Name
Method 1: Hover over the file. Click the Edit icon just to the right of the filename. Change the name. Hit Enter on your keyboard to save. Method 2: Click on the name of the file you'd like to edit. Click the Edit icon in the upper-right corner. 3. ...
How to Send a Message When Uploading a File
Notify clients of file uploads by adding a message. Click +Add New in the upper-left corner. Click File. In the To field, select Recipient(s) (Contacts) and Account(s). Select a Year and Month if necessary. Select Tag(s). Click on the Message box to ...