Attachments in Liscio

Attachments in Liscio

There are four ways that you can add an attachment in Liscio:

Drag and Drop:

  1. Open your computer’s file explorer.
  2. Select and drag files into Liscio.
  3. A picture file converts to a PDF upon attachment, and all other file types are consistent with the original format.
            Note: You can drag and drop multiple files.

Browse:

  1. Click browse and select a file
  2. Choose file(s) and click Open
  3. A picture file converts to a PDF upon attachment, and all other file types are consistent with the original format
  4. To delete the attachment, hover over the file and click the blue X.

Liscio Vault:

  1. Click the Liscio Vault option 
  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.
  5. To view the File, click on the File Name and the PDF will open. Click the Arrow button at the top right of the PDF to download and click the Printer button to print the document.

Note: Liscio Vault is used to access files already uploaded within Liscio. 

The Paper Clip Icon (Tasks only):

  1. Click the paperclip icon in the upper right-hand corner of a Task.
  2. Choose a file and click Open
  3. A picture file converts to a PDF upon attachment, and all other file types are consistent with the original format
  4. To delete the attachment, hover over the file and click the blue X.
  5. To view the File, click on the File Name and the PDF will open. Click the arrow button at the top right of the PDF to download and click the Printer button to print the document.
                                                                




    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • 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 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 ...
      • Liscio Vault

        Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...
      • How to Upload a File (Desktop)

        Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
      • Uploading a Zip File

        1. Click Add New in the upper-left corner. 2. Click File. 3. Click the To field. 4. Click Select a recipient and choose a firm employee. 5. Click Select an account and choose the account that the file is associated with. 6. Click OK. 7. Tag the file ...