How to Follow a File Audit Trail
When files are uploaded and/or shared, their source (“Manual”, “Task”, “Message”, or “Multiple”) is listed. This allows you to follow the audit trail.
- Click on the Files page.
- Click on a file and then click on the source to see where the file was shared. Clicking Multiple will reveal each place it was shared.
- Click on any source to follow the trail.
File Management Best Practices
Best Practices for an File Management Workflows in Liscio may include: Renaming files Removing the ‘Client Upload’ tag Adding appropriate tags Downloading (when necessary) Archiving files when work begins Related Articles: Customize Your Tags | How ...
How to Upload a File (Desktop)
Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
How to Upload a File (Mobile)
Step-by-Step: Tap the blue plus icon (+) button at the bottom of the Home page. Tap Upload a File. Tap into the To field and select a Recipient (firm employee) you want to send the file to. Select the Account to be associated with the file. Tap Add ...
How to Upload Files to Multiple Contacts
After uploading a file to a Contact and Account, the file will automatically be stored in the Files page of the Contact, the Account, and the firm. To upload a file via Add File: Click +Add New in the upper-left corner. Click File. In the To field, ...
How to Notify Another Employee of a File Upload
Client Service Team Members will receive a notification when a file is uploaded to an Account. Occasionally, this file upload should also be on another employee's radar. Here's a Pro-Tip to solve for this: Click on the message about the file ...