Files Overview
Overview of the Files Page (Liscio Vault)
The Files page, known as the Liscio Vault, provides a complete view of all files uploaded to Liscio. Every employee in your firm can access files uploaded by or shared with Contacts and Accounts, except Restricted Account Files and Specialist employees, who can only view files tied to specific.
Features of the Files Page:
- Filters: Easily search for specific files using filters such as:
- All Files (firm/client uploaded or firm-only files)
- Source
- Tag
- Month/Year
- Account/Contact
- Active/Archived
- Manual Uploads: Files can be manually uploaded using the blue +Upload File button.
- Notify recipients of uploads by sending a message.
- Option to mark files as Firm Only (internal), keeping them hidden from clients.
- Bulk Actions: Perform various actions on multiple files at once, such as:
- Deleting
- Finding and replacing tags
- Adding/removing tags
- Downloading files
- Archiving files
- Sharing files
To perform bulk actions, scroll to the bottom of the Files page and click the icons to use the the available options.
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