Liscio Vault

Liscio Vault

Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc.

  1. When attaching a file, click Liscio Vault.
  2. Use the filter to search for a specific file.
  3. Check the box to the left of the file(s) you wish to share.
  4. Click Attach File in the bottom-right corner.
Note: Firm Only files shared through Liscio Vault will be made public, allowing recipients and Account Owners to see the files.


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