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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Related Articles
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) ...Firm Only (Internal) Files
Files can be uploaded as Firm Only, giving access to only firm employees and admins. A Firm Only file is indicated with a lock icon to the right of the file name. Manually uploaded files have the option to mark files uploaded as Firm Only. See below. ...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), ...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 | ...File names not accepted
Liscio does not allow certain special characters in file names because other systems do not allow them. If a system doesn't allow them, using the special characters can affect the downloading process. The following are not accepted: Periods ( . ) - ...