How to Archive Files

How to Archive Files

  1. Click Files on the left-hand side of the screen
  2. Click the checkbox next to the files you'd like to archive
  3. Scroll to the bottom of the page
  4. Click the Archive icon at the bottom of the list

Note: Archived files can be found by clicking the Active filter and selecting Archived.  Files archived on the firm-side are not archived for the client. 



    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • How to Bulk Archive Messages

        Click Inbox on the left-hand side of the screen. Select the messages. To select all messages on the page: click the checkbox next to 'Recipients'. To select specific messages: click the checkbox next to specific messages. Click Archive in the ...
      • Files Overview

        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 ...
      • Managing Files in FirmDash

        To view the Files page:  Tap the menu icon (three dots) in the upper-left corner of the screen. Tap Files. Use the toggle bar at the top to filter by Active or Archived Files. Filter files by tapping the filter icon on the right-hand side of the ...
      • How to View Archived Files

        Click Files on the left-hand navigation, or navigate to the Files tab under an Account or Contact. Click the blue Active filter. Click Archived. You will now see all the archived files. Note: Files archived on the firm-side are not archived for the ...
      • 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 ...