How to Move Files to a Different Account
If files are uploaded to the wrong Account, they can be shared with the correct one.
- Click Files on the left-hand navigation.
- Filter by the Account or Contact name associated with the files to narrow down the list.
- Click the checkboxes next to each file that needs to be moved.
- Scroll to the bottom of the page and click Share File.
- In the To field, choose only the Account the file needs to be moved to.
- Click OK.
- Click Share.
Related articles: How to Remove Access to a File | How to Delete Files | How to Delete Files From a Message
Contact Us
Related Articles
How to Upload Files in FirmDash
Tap the Accounts or Contacts page. Search for the specific Account or Contact record. Tap the Files tab. Tap the blue plus sign (+) at the bottom of your screen. Choose Photo Library, Scan Document, or Import file from... Rename the file. ...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, ...Uploading Multiple Files
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 message or task ...Uploading Multiple Files
Click +Add New Click File In the To field, select a Recipient (firm employee) and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Related article: Uploading a ...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 ...