How to Use File Filters

How to Use File Filters

Use the filters at the top of the Files page to quickly narrow down the file section. 

Here's a breakdown of the filters:

  1. All Files: Filter between Firm Uploads, Client Uploads, and Firm Only Files.
  2. Sources: Filter between Message, Note (internal), Task, and Manual.
  3. Tags: This list can be customized by Firm Admins by going to Preferences.
  4. Month and Year: Filter by Month and Year.
  5. Account: Filter by the client profile. 
  6. Contact: Filter by who uploaded the file or to whom it was uploaded.
  7. Active: Filter between Active and Archived files.


Pro-TIp: The None filter can now be selected when selecting from the Account filter.  This filter will allow you to search for any files that are not associated with Accounts or Contacts.  It's a quick and easy way to find files and share them with the correct Accounts and Contacts. See Below.

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • How to Download a File (Desktop)

        Click on the Files tab on the left-hand navigation. Use the filters at the top to narrow your list.  Click on the File to open it.  Click the Download icon in the upper right corner.     Related article: How to Upload a File | How to Download ...
      • 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 ...
      • How to Download & Move a File to Your Internal Storage Solution

        1. Click on the Accounts or Contacts page on the left-hand side of the screen. 2. Use the search bar at the top of the list to search for a specific Account or Contact. 3. Click on the Account or Contact record. 4. Click the Files tab. 5. Click the ...
      • Accepted File Size & Type

        Liscio has a file size limit of 2GB per file Below is a list of accepted file types: 1. jpg | jpeg | png | gif | pdf | postscript | x-eps | tif | tiff | txt | text 2. docx | doc | dotx | docm | dotm 3. xls | xlt | xla | xlsx | xlsm | xltx | xltm | ...
      • File Access Breakdown

        To Dos & Notes: Any file attached to a To Do task or Note is for firm viewing only. Clients cannot see these files. Firm Only (internal): Any files marked firm only (indicated by a lock icon next to the file name) can only be seen by firm employees ...