File Management Best Practices

File Management Best Practices




Best Practices for an File Management Workflows in Liscio may include: 
  1. Renaming files
  2. Removing the ‘Client Upload’ tag
  3. Adding appropriate tags
  4. Downloading (when necessary)
  5. Archiving files when work begins



    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Firm & Client Adoption Best Practices

        Best Practices for Client & Firm Adoption Include: Resending Expired Invites If clients have not accepted the invitation, they will still receive email notifications when you send them something in Liscio. Consider assigning them tasks so they will ...
      • Rollout Best Practices

        Watch the video below to learn best practices for transitioning your clients into Liscio. Rollout Emails: These should be sent to your clients at least a week before they receive their invitations to join Liscio. Check out our Rollout Email ...
      • Files Overview

        The Files page on the left-hand side of the screen offers a FirmView of all files uploaded to Liscio.  This means that every employee in your firm can view all of the files uploaded by or shared with your Contacts and Accounts. (Exception: Specialist ...
      • 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 ...
      • How to Download a File

        Click into a specific Account or Contact. Click the Files tab. Click on the file. Click the download icon in the upper-right of the screen. Save your files to the desired location.   Related article: How to Download Multiple Files