How to Share Private Files in Bulk
- Click the Files page.
Click the All Files
filter and select Private Files
Check the box to the left of any files you'd like to share.
Scroll to the bottom and click the Share File icon
Private (Internal) Files
Files can be uploaded as private (internal), giving access to only firm employees and admins. A private file is indicated with a lock icon to the right of the file name. Manually uploaded files are marked private by default. Contacts and Accounts ...
How to Share Files in Bulk
Click on the Files page. Check the box to the left of any file you'd like to share. Pro-Tip: Filter by All Files > Private File to narrow down your search. Scroll to the bottom of the page and click the share icon. In the To field, select the ...
Sharing an Internal File within Liscio
Note: Only manually uploaded internal (private) files can be shared at this time. Internal files are marked with a lock icon. Once the file is shared, the file will no longer be private (internal). Click on the Files page to locate the internal file ...
How to Delete Files in Bulk
Only firm employees can delete files. Clients/End-Users do not have the ability to delete files. Note: Deleting a file will remove it from any place it was shared (i.e. message or task). Click the Files page. Check the box to the left of the files ...
File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is private. Clients cannot see these files. Private (internal): Any files marked private (indicated by a lock icon next to the file name) can only be seen by firm employees and admins. The ...