Remove an Attachment from a Note
Notes are internal, so attachments on Notes cannot be seen by the client.
If you need to remove an attachment from a Note:
Click on the Note.
- Click the ellipsis (three dots) in the upper-right corner.
- Click Edit Note.
- Click the X next to Preview to remove the attachment.
- Click Yes to proceed.
- Click Update Note.
Note: Files attached to a Note can also be deleted on the Files page.
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 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 Delete Files From a Task
Note: Only employees of the firm providing the use of Liscio can delete files. Clients/end-users do not have the ability to delete files. Click the Task to view the contents. Click the 'X' to the right of Preview. Click Yes to Proceed. Note: Files ...
How to Delete Files in Bulk
Only firm employees can delete files. Clients/End-Users do not have the ability to delete files. Note: Deleting a file will remove it from any place it was shared (i.e. message or task). Click the Files page. Check the box to the left of the files ...
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 ...