To Dos & Notes: Any file attached to a To Do task or Note is private. Clients cannot see these files.
Private (internal): Any files marked private (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 private files removes their private (internal) status.
Associations: Contacts associated with non-private files have access to view these files.
Account Owners: Contacts marked as Account Owner can view any non-private 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.