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.
Related article: Firm Only (Internal) Files | How to Share Firm Only Files in Bulk
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