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Uploading Multiple Files
Click +Add New. Click File. In the To field, select a Recipient and Account. Select a Tag. If desired, also add a Month and Year. Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Note: Files uploaded outside of a ...
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, ...
How to Add Tags to Multiple Files at Once
There are two ways to add Tags to multiple files at once in Liscio. For new files: Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...
How to Upload a File (Desktop)
Step-by-Step: From the Dashboard, Drag and Drop the file you want to upload into Liscio, or click Upload File in the upper-left corner to Browse and locate the file. The Firm recipient(s) should populate in the To box. Add additional recipients, if ...
How to Add Tags to Multiple Files at Once
There are two ways to add Tags to multiple files at once in Liscio. For new files: Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...