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 ...
The Files page on the left-hand side of the screen offers a Firm View 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: ...
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
Uploading Multiple Files - Firms
Click +Add New Click File In the To field, select a Recipient and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Note: Files uploaded outside of a ...