Sending Folders in Liscio
Liscio does not allow folders to be uploaded unless the folder is converted to a zipped folder.
1. Right click on the folder you want to compress to a zip.
2. Click Send To > Compressed (zipped) folder.
3. Drag & drop the zipped folder to Liscio.
Note: Uploading zipped folders will take longer to upload due to size.
Uploading Multiple Files
Click +Add New Click File In the To field, select a Recipient (firm employee) and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Related article: Uploading a ...
Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...
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 Upload Files in FirmDash
Tap the Accounts or Contacts page. Search for the specific Account or Contact record. Tap the Files tab. Tap the blue plus sign (+) at the bottom of your screen. Choose Photo Library, Scan Document, or Import file from... Rename the file. ...
How to Send QuickBook Files Through Liscio
When sending QB files in Liscio, the files must be a .QBA or .QBW file type. .QBX file types cannot be opened on a desktop computer. A .QBX file conversion must happen in QuickBooks. To convert a .QBX file in QB to then move it to Liscio: 1. Open the ...