Related Articles
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, and navigate to the Details tab. 4. Click the ellipsis (three dots) in the right corner. 5. Click Reactivate Account. After reactivating ...
How to Archive (Deactivate) a Contact
Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for later reference. To Archive a Single Contact: 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 ...
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 ...
How to View Archived Files
Click Files on the left-hand navigation, or navigate to the Files tab under an Account or Contact. Click the blue Active filter. Click Archived. You will now see all the archived files. Note: Files archived on the firm-side are not archived for the ...