Sharing an Internal File within Liscio
Note: Only manually uploaded internal (private) files can be shared at this time.
Internal files are marked with a lock icon. Once the file is shared, the file will no longer be private (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.
- Click into the To field to select the Recipient and Account.
- Send a message to notify the recipients, or select Do not Send Message.
- Click Send to share the file.
Private (Internal) Files
Files can be uploaded as private (internal), giving access to only firm employees and admins. A private file is indicated with a lock icon to the right of the file name. Manually uploaded files are marked private by default. Contacts and Accounts ...
How to Share Private Files in Bulk
Click the Files page. Click the All Files filter and select Private Files. Check the box to the left of any files you'd like to share. Scroll to the bottom and click the Share File icon. Click Share. Related articles: Private (Internal) Files | File ...
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 > Private File to narrow down your search. Scroll to the bottom of the page and click the share icon. In the To field, select the ...
File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is private. Clients cannot see these files. Private (internal): Any files marked private (indicated by a lock icon next to the file name) can only be seen by firm employees and admins. The ...
How to Use File Filters
Use the filters at the top of the Files page to quickly narrow down the file section. Here's a breakdown of the filters: All Files: Filter between Firm Uploads, Client Uploads, and Private Files. Sources: Filter between Message, Note (internal), ...