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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 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 Remove Tags From Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files to which you would like to remove Tags by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add and Remove Tags. Click the Tags ...
How to Remove Tags From Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files to which you would like to remove Tags by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add and Remove Tags. Click the Tags ...