File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is for firm viewing only. Clients cannot see these files.
Firm Only (internal): Any files marked firm only (indicated by a lock icon next to the file name) can only be seen by firm employees and admins. The file can be associated with Contacts and Accounts, but clients cannot see these files.
Sharing files: Files can be shared through Liscio Vault and the Share File feature on the Files page. Sharing Firm Only files removes their Firm Only (internal) status.
Associations: Contacts associated with non-internal files have access to view these files.
Account Owners: Contacts marked as Account Owner can view any non-internal file associated with the Account.
Message Threads: When a recipient is added to a message thread that has files attached, the recipient will be able to view those files. The files will also be automatically stored in their Files page.
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Accepted File Size & Type
Liscio has a file size limit of 2GB per file Below is a list of accepted file types: 1. jpg | jpeg | png | gif | pdf | postscript | x-eps | tif | tiff | txt | text 2. docx | doc | dotx | docm | dotm 3. xls | xlt | xla | xlsx | xlsm | xltx | xltm | ...Accepted File Size & Type
Liscio has a file size limit of 2GB per file Below is a list of accepted file types: 1. jpg | jpeg | png | gif | pdf | postscript | x-eps | tif | tiff | txt | text 2. docx | doc | dotx | docm | dotm 3. xls | xlt | xla | xlsx | xlsm | xltx | xltm | ...How to Use File Filters
Use the filters at the top of the Files page to quickly narrow down the file section. Here's a breakdown of the filters: All Files: Filter between Firm Uploads, Client Uploads, and Firm Only Files. Sources: Filter between Message, Note (internal), ...File Names Not Accepted
Ensure file names meet the platform's requirements. Avoid using special characters, excessively long names, or unsupported formats. Rename files as needed to comply with accepted naming conventions as it can affect editing and downloading processes. ...How to Share Firm Only Files in Bulk
Click the Files page. Click the All Files filter and select Firm Only Files. 3. Check the box to the left of any files you'd like to share. 4. Scroll to the bottom and click the Share File icon. 5. Click Share. Related articles: Private (Internal) ...