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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 Upload a File (Desktop)
Step-by-Step: From the Dashboard, Drag and Drop the file you want to upload into Liscio, or click Upload File in the upper-left corner to Browse and locate the file. The Firm recipient(s) should populate in the To box. Add additional recipients, if ...
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 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 ...