How to Delete Files in Bulk
Only firm employees can delete files. Clients/End-Users do not have the ability to delete files.
Note: Deleting a file will remove it from any place it was shared (i.e. message or task).
- Click the Files page.
- Check the box to the left of the files you wish to delete.
- Scroll to the bottom of the page.
- Click the trashcan icon.
- Click Delete Files.
Bulk Actions allow you to work faster! Bulk Actions can be found on the left-hand navigation under Files. They include: Invite to Liscio Send Message Reassign Task Owner Invite to Download App Get Signature Send eDocs Note: Most Bulk Actions have a ...
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...
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 ...
How to Delete Files From a Message
Note: Only employees of the firm providing the use of Liscio can delete files. Clients of firms do not have the ability to delete files. Method 1: Click the Message to view the contents. Click the X to the right of the preview icon. Click Yes to ...
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 ...