How to Delete Files

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:

  1. Click on the Accounts page on the left side of the screen.
  2. Use the search bar at the top of the list to search for a specific Account.
  3. Click on the Account.
  4. Click the Files tab.
  5. Use filters or search to find the file you would like to delete.
  6. Click the title of the file to open a preview.
  7. Click the trash can icon in the upper-right of the screen.
  8. Click Delete File.

To delete files under a Contact:

  1. Click on the Contacts page on the left side of the screen.
  2. Use the search bar at the top of the list to search for a specific Contact.
  3. Click on the Contact.
  4. Click the Files tab.
  5. Use filters or search to find the file you would like to delete.
  6. Click the title of the file to open a preview.
  7. Click the trash can icon in the upper-right of the screen.
  8. Click Delete File.



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