File Management Best Practices
Best Practices for an File Management Workflows in Liscio may include:
- Renaming files
- Removing the ‘Client Upload’ 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 ...
Rollout 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 ...
Intuit Practice Management Integration: Troubleshooting
Troubleshooting Tips for the Liscio-Intuit Practice Management Integration If you have created a record in Intuit Practice Management, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not ...
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 ...