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 ...
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 ...
How to Attach a File to a Message
To reply to a message, first click the message, and then click in the reply box. To create a new message click +Add New and then click Message. Now you can attach your files. From your computer: Click Browse in the Attachments box. In the Upload ...
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 ...