How to Attach a File to a Message
To reply to a message, first click the message, and then click in the reply box. To create a new message click +Add New and then click Message. Now you can attach your files.
From your computer:
- Click Browse in the Attachments box.
- In the Upload File box, choose a Tag (you can put in the month and year as well, but these are optional).
- Click Browse again and select a file (or files) to be attached to the message.
- Once the files have been attached, click Upload.
- Click Send.
Drag and Drop:
- Drag and drop the file from your computer's file section into the Attachments box.
- Repeat steps 2 to 4 from the previous section.
- Click Send.
Liscio Vault (files already in Liscio):
- Click the Liscio Vault option.
- Use the filter to search for a specific file.
- Check the box to the left of the file(s) you wish to share.
- Click Attach File in the lower-right corner.
- Click Send.
Contact Us
Related Articles
How to Upload a File (Desktop)
Step-by-Step: From the Dashboard, Drag and Drop the file you want to upload into Liscio, or click Upload File in the upper-left corner to Browse and locate the file. The Firm recipient(s) should populate in the To box. Add additional recipients, if ...How to Upload a File (Mobile)
Step-by-Step: Tap the blue plus icon (+) button at the bottom of the Home page. Tap Upload a File. Tap into the To field and select a Recipient (firm employee) you want to send the file to. Select the Account to be associated with the file. Tap Add ...How to Upload Files to Multiple Contacts
After uploading a file to a Contact and Account, the file will automatically be stored in the Files page of the Contact, the Account, and the firm. To upload a file via Add File: Click +Add New in the upper-left corner. Click File. In the To field, ...How to Attach Files to a Task
Tap into the Task. In the Attachments box, either Drop files to attach, or Browse. If dropping, drag and drop the file from your File Explorer or Finder into the Attachments box. If browsing, click Browse, and select the Browse option to open the ...How To Attach a Document to a Message (Mobile)
1. Tap the blue plus sign (+) at the bottom of the screen. 2. Select Compose a Message. 3. Tap the To field to add a recipient and Account. 4. Create a Subject. 5. Tap inside the Write a Message... box to begin writing your message. 6. Tap Add ...