How to Delete Files
Note: Files uploaded to the Files tab can be deleted on the Account and Contact level. Only firm users have the ability to delete files. Deleting a file will remove it from Liscio completely. If you would like to keep the file in Liscio, see How to Archive Files.
To delete files under an Account:
- Click on the Accounts page on the left side of the screen.
- Use the search bar at the top of the list to search for a specific Account.
- Click on the Account.
- Click the Files tab.
- Use filters or search to find the file you would like to delete.
- Click the title of the file to open a preview.
- Click the trash can icon in the upper-right of the screen.
- Click Delete File.
To delete files under a Contact:
- Click on the Contacts page on the left side of the screen.
- Use the search bar at the top of the list to search for a specific Contact.
- Click on the Contact.
- Click the Files tab.
- Use filters or search to find the file you would like to delete.
- Click the title of the file to open a preview.
- Click the trash can icon in the upper-right of the screen.
- Click Delete File.
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