How to Archive Files
Click Files on the left-hand side of the screen Click the checkbox next to the files you'd like to archive Scroll to the bottom of the page Click the Archive icon at the bottom of the list Note: Archived files can be found by clicking the Active ...
How to Reactivate an Account
1. Click on the Accounts tab on the left-hand navigation. 2. Click on the Archived tab. 3. Click on the Account. 4. Click the ellipsis (three dots) in the right corner. 5. Click Reactivate Account. After reactivating the account, you will need to ...
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 ...
How to Archive (Deactivate) a Contact
Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for later reference. Click on the Contacts page on the left side of the screen. Use the search bar at the top of the list to search for a specific Contact. Click on ...
How to Delete Files
Note: Files uploaded to the Files tab can be deleted on the Account and Contact level. Only firm users have the ability to delete files. Deleting a file will remove it from Liscio completely. If you would like to keep the file in Liscio, see How to ...