File Management Best Practices
Best Practices for an File Management Workflows in Liscio may include:
- Renaming files
- Removing the ‘Client Uploads’ tag
- Adding appropriate tags
- Downloading (when necessary)
- Archiving files when work begins
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 ...
Roll Out Best Practices
Watch the video below to learn best practices for transitioning your clients into Liscio. After your Liscio Onboarding, your Implementation Specialist will send you the materials discussed in Liscio Corp. You can access them there, or in ...
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 ...
Uploading Multiple Files
Click +Add New Click File In the To field, select a Recipient (firm employee) and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Note: Manually uploaded files ...
How to Find and Manage Files
Liscio stores any file sent or received automatically in your Files page. To navigate to your Files page, click Files on the left-hand navigation panel. Searching: Type in the search bar to locate files by file name. Filtering: All Files: Who ...