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.
- 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.
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 are marked firm only by default. Contacts and Accounts can be ...
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) ...
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 ...
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 ...
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 Firm Only Files. Sources: Filter between Message, Note (internal), ...