How to Remove Access to a File
Note: Contacts can only be removed from manually uploaded files.
- Click on the Files page.
- Click on a file with the source Manual or Multiple.
- If the file has a source Multiple, click the Manual file.
- Click the X to the right of the recipient's name to remove them.
- Click Yes.
- Click the black X in the upper-right corner to close the file.
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 ...
Default Message Recipient
The Default Message Recipient receives Alerts when clients upload files or make changes to Account information and there is not a Client Service Team Assigned. If there is a Client Service Team assigned, Alerts will be sent to those team members and ...
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 ...
There are three Employee Roles in Liscio: Firm Administrator Firm Administrators can perform the following: Add employees Edit Employees Archive Employees Grant Signing Authority Assign a Default Message Recipient Use the Log Me In As feature ...
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 ...