How to Upload a File (Desktop)

How to Upload a File (Desktop)



Step-by-Step:

  1. From the Dashboard, Drag and Drop the file you want to upload into Liscio, or click Upload File in the upper-left corner to Browse and locate the file.
  2. The Firm recipient(s) should populate in the To box. Add additional recipients, if desired.
  3. To add a Message, Tags, Year, or Month, click Show details.
  4. Click Upload Files.
  5. A File Upload Progress box will appear in the bottom-left corner of Liscio, showing you the upload status. Once it's completed, you'll see Upload Complete! in the Progress box.
  6. Click Close in the Progress box.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • How to Upload a File (Mobile)

        Step-by-Step: Tap the blue plus icon (+) button at the bottom of the Home page. Tap Upload a File. Tap into the To field and select a Recipient (firm employee) you want to send the file to. Select the Account to be associated with the file. Tap Add ...
      • How to Upload Files to Multiple Contacts

        After uploading a file to a Contact and Account, the file will automatically be stored in the Files page of the Contact, the Account, and the firm. To upload a file via Add File: Click +Add New in the upper-left corner. Click File. In the To field, ...
      • 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 ...
      • How to Attach a File to a Message

        To reply to a message, first click the message, and then click in the reply box.  To create a new message click +Add New and then click Message. Now you can attach your files.  From your computer: Click Browse in the Attachments box. In the Upload ...
      • How to Send a Message (Desktop)

        1. Click +Message in the upper-right corner of the Dashboard or the Inbox Page. 2. 3. Click the To field. 4. Click Recipient and click on the employee's name that you want to message. 5. Click Account and click on your account with which the message ...