Uploading a Zip File

Uploading a Zip File

1. Click Add New in the upper-left corner.
2. Click File.
3. Click the To field.
4. Click Select a recipient and choose a firm employee.
5. Click Select an account and choose the account that the file is associated with.
6. Click OK.
7. Tag the file (optional) and add a message (optional). 
8. Drag & drop the zip folder onto the dialogue box or click Browse.
9. Allow the file to upload fully (until the Upload button turns blue) and then click Upload.

upload_zip.gif

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • How to Upload a File (Desktop)

        Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
      • How to Upload a File (Mobile)

        Step-by-Step: Tap the blue plus icon (+) button at the bottom of the Home page. Tap Upload a File. Tap into the To field and select a Recipient (firm employee) you want to send the file to. Select the Account to be associated with the file. Tap Add ...
      • How to Upload Files to Multiple Contacts

        After uploading a file to a Contact and Account, the file will automatically be stored in the Files page of the Contact, the Account, and the firm.  To upload a file via Add File:  Click +Add New in the upper-left corner. Click File. In the To field, ...
      • Quickly Add New Contacts and Accounts When Uploading a File

        When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Click on the To field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email address & click Save. ...
      • Uploading Multiple Files

        Click +Add New Click File In the To field, select a Recipient and Account If necessary, Select a Year, Month, & Tag Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Note: Files uploaded outside of a message or task ...