How to Manage Files

How to Manage Files

Liscio's Files page is designed to help you find files quickly using a filtering method.

When uploading files on the client-side, files are auto-tagged 'Client Upload'. There is the option to add a Tag (tag names are set by the firm), the Year, and Month. These specifications make it easier to find a file in your Liscio Vault (Files Page), in the future.

    Contact Us

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

      • Related Articles

      • Find and Replace Tags

        The Find and Replace Tags tool is useful for a number of reasons.  For example, when a client uploads multiple files and tags them incorrectly.  Also, if you want to get rid of a Tag that is currently in use, you must replace the Tag before you can ...
      • Find and Replace Tags

        Click the Files page on the left-hand navigation. Select all of the files whose Tags you would like to replace by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Find & Replace Tags. Click ...
      • Customize Your Tags

        Tags are used when uploading and organizing files. A Tag is necessary to identify and label a document. You can filter by Tags in your Files page to quickly find what you need. There are 11 default tags: Tax Financial Payroll Payroll Tax Ask your ...
      • Files Overview

        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 Add Tags to Multiple Files at Once

        There are two ways to add Tags to multiple files at once in Liscio. For new files:  Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...