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:
- All Files: Filter between Firm Uploads, Client Uploads, and Firm Only Files.
- Sources: Filter between Message, Note (internal), Task, and Manual.
-
Tags: This list can be customized by Firm Admins by going to Preferences.
- Month and Year: Filter by Month and Year.
- Account: Filter by the client profile.
- Contact: Filter by who uploaded the file or to whom it was uploaded.
- 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
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 Find a Downloaded File (Android)
Note: These steps may differ slightly depending on your phone and carrier. Follow these steps to locate a file you've downloaded from the Liscio app on your Android device: Step 1: Download a File from Liscio Open the Liscio app on your Android ...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 | ...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 | ...