Firm Only (Internal) Files
Files can be uploaded as Firm Only, giving access to only firm employees and admins. A Firm Only file is indicated with a lock icon to the right of the file name.
Manually uploaded files have the option to mark files uploaded as Firm Only. See below.
Contacts and Accounts can be associated with a Firm Only file, but cannot view the file. The association is to indicate which client is associated with the file.
Sharing a Firm Only file makes the file public. Recipients and Account Owners will have access to the file after it is shared.
When sharing a Firm Only file using Liscio Vault the message "Warning: You have selected a Firm Only file. Attaching it to a message will change the status to public, allowing recipients and Account Owners to see this file. Do you want to proceed?" will appear:
Note: Any files attached to a Note or To Do task are made firm only by default.
How to Share Firm Only Files in Bulk
Click the Files page. Click the All Files filter and select Firm Only Files. 3. Check the box to the left of any files you'd like to share. 4. Scroll to the bottom and click the Share File icon. 5. Click Share. Related articles: Private (Internal) ...
Sharing an Internal File within Liscio
Internal files are marked with a lock icon. Once the file is shared, the file will no longer be Firm Only (internal). Click on the Files page to locate the internal file you'd like to share. Click the file to open. Click Share on the right-hand side. ...
File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is for firm viewing only. Clients cannot see these files. Firm Only (internal): Any files marked firm only (indicated by a lock icon next to the file name) can only be seen by firm employees ...
The Files page on the left-hand side of the screen offers a FirmView of all files uploaded to Liscio. This means that every employee in your firm can view all of the files uploaded by or shared with your Contacts and Accounts. (Exception: Specialist ...
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 > Firm Only Files to narrow down your search. Scroll to the bottom of the page and click the share icon. In the To field, select the ...