Attachments in Liscio
There are four ways that you can add an attachment in Liscio: Drag and Drop: Open your computer’s file explorer. Select and drag files into Liscio. A picture file converts to a PDF upon attachment, and all other file types are consistent with the ...
How to Add Tags to Multiple Files at Once
There are two ways to add Tags to multiple files at once in Liscio. For new files: Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...
How to Attach a File to a Message
To reply to a message, first click the message, and then click in the replay box. To create a new message click +Add New and then click Message. Now you can attach your files. From your computer: Click browse. Select a file to attach to the ...
How to Upload Files to Multiple Contacts
After uploading a file to a Contact and Account, the file will automatically be stored in the Files page of the Contact, the Account, and the firm. To upload a file via Add File: Click +Add New in the upper-left corner. Click File. In the To field, ...
Uploading Multiple Files
Click +Add New Click File In the To field, select a Recipient (firm employee) and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Related article: Uploading a ...