How to Download Multiple Files
1. Click on the Files tab.
2. Select Multiple Files.
3. Scroll to the bottom of the page.
4. Click the Download button.
How to Download Multiple Files (Firm Users)
1. Navigate to the Files page. 2. Click the checkbox next to the files you'd like to download. 3. Scroll to the bottom of the page. 4. Click the download icon. 5. Your files will download as a zip file. Extract your files to view them ...
How to Download a File
Click into a specific Account or Contact. Click the Files tab. Click on the file. Click the download icon in the upper-right of the screen. Save your files to the desired location. Related article: How to Download Multiple 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 Share Files in Bulk
Click on the Files page. Check the box to the left of any file you'd like to share. Pro-Tip: Filter by All Files > Firm Only Files to narrow down your search. Scroll to the bottom of the page and click the share icon. In the To field, select the ...
Uploading Multiple Files - Firms
Click +Add New Click File In the To field, select a Recipient and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Note: Files uploaded outside of a ...