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How to Edit a File Name
Method 1: Hover over the file. Click the Edit icon just to the right of the filename. Change the name. Hit Enter on your keyboard to save. Method 2: Click on the name of the file you'd like to edit. Click the Edit icon in the upper-right corner. ...
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 | ...
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 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 Tell if an Invite Has Been Accepted
There are two ways to tell if a contact has accepted an invite. After the Contact accepts their invite, the record is moved from Invited to Active: 1. Click on the Contacts page on the left-hand side of the screen. 2. Click on the Active tab. 3. Use ...