Files
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 ...
File Management Best Practices
Best Practices for an File Management Workflows in Liscio may include: Renaming files Removing the ‘Client Upload’ tag Adding appropriate tags Downloading (when necessary) Archiving files when work begins Related Articles: Customize Your Tags | How ...
Find and Replace Tags
The Find and Replace Tags tool is useful for a number of reasons. For example, when a client uploads multiple files and tags them incorrectly. Also, if you want to get rid of a Tag that is currently in use, you must replace the Tag before you can ...
How to Change the Year and Month of Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files whose Year/Month needs to be changed by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add & Remove Tags. Click the Year or ...
How to Remove Tags From Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files to which you would like to remove Tags by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add and Remove Tags. Click the Tags ...
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 ...
File Names Not Accepted
Ensure file names meet the platform's requirements. Avoid using special characters, excessively long names, or unsupported formats. Rename files as needed to comply with accepted naming conventions as it can affect editing and downloading processes. ...
How to Download a File
Click into a specific Account or Contact. Click the Files tab. Click on the file. Click the download icon in the upper-right of the screen. Save your files to the desired location. Related article: How to Download Multiple Files
How to Delete Files
Note: Files uploaded to the Files tab can be deleted on the Account and Contact level. Only firm users have the ability to delete files. Deleting a file will remove it from Liscio completely. If you would like to keep the file in Liscio, see How to ...
How to Edit File Tags
Click on the file name. Click the edit icon in the upper-right corner. Edit the name, tag, month, or year of the file. Click Save Changes. Related article: Editing Signed Letter Documents | Customize Your Tags
How to Notify Another Employee of a File Upload
Client Service Team Members will receive a notification when a file is uploaded to an Account. Occasionally, this file upload should also be on another employee's radar. Here's a Pro-Tip to solve for this: Click on the message about the file upload. ...
Downloading & Moving Files to an Internal Document Storage System
1. Click on the Accounts or Contacts page on the left-hand side of the screen. 2. Use the search bar at the top of the list to search for a specific Account or Contact. 3. Click on the Account or Contact record. 4. Click the Files tab. 5. Click the ...
How to Find A Client Uploaded File
Method 1: 1. Click on the Accounts or Contacts page on the left-hand side of the screen. 2. Search for an Account or a Contact record. 3. Click on the Files tab in the upper-right corner. 4. Locate the file you are looking for. 5. Click the title of ...
How to Download Multiple Files
1. Navigate to the Files page. 2. Click the checkbox next to the files you'd like to download. 3. Scroll to the bottom of the page. 4. Click the download icon. 5. Your files will download as a zip file. Extract your files to view them individually.
How to Print a File from Liscio
Note: Browsers vary by PDF viewers, but the process is similar across the various PDF viewers. 1. Navigate to a file. 2. Click on the file to open it. 3. Hover over the top of the file to show the toolbar. 4. Find and click the printer icon. 5. The ...
Accepted File Size & Type
Liscio has a file size limit of 2GB per file Below is a list of accepted file types: 1. jpg | jpeg | png | gif | pdf | postscript | x-eps | tif | tiff | txt | text 2. docx | doc | dotx | docm | dotm 3. xls | xlt | xla | xlsx | xlsm | xltx | xltm | ...
Customizing Files Tags
Tags help organize files and make them easy to find. Clients can use Tags to quickly filter files in Liscio, and you can filter by Tags on the Files page to locate what you need efficiently *System Generated - cannot be edited or removed To create ...
How to Archive Files
Click Files on the left-hand side of the screen Click the checkbox next to the files you'd like to archive Scroll to the bottom of the page Click the Archive icon at the bottom of the list Note: Archived files can be found by clicking the Active ...
Files Overview
Overview of the Files Page (Liscio Vault) The Files page, known as the Liscio Vault, provides a complete view of all files uploaded to Liscio. Every employee in your firm can access files uploaded by or shared with Contacts and Accounts, except ...
How to View Archived Files
Click Files on the left-hand navigation, or navigate to the Files tab under an Account or Contact. Click the blue Active filter. Click Archived. You will now see all the archived files. Note: Files archived on the firm-side are not archived for 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 Firm Only Files. Sources: Filter between Message, Note (internal), ...
How to Edit a File Name
Method 1: Hover over the file. Click the Edit icon just to the right of the filename. Change the name. Hit Enter on your keyboard to save. Method 2: Click on the name of the file you'd like to edit. Click the Edit icon in the upper-right corner. 3. ...
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, ...
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. ...
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 have the option to mark files uploaded as Firm Only. See below. ...
How to Send a Message When Uploading a File
Notify clients of file uploads by adding a message. Click +Add New in the upper-left corner. Click File. In the To field, select Recipient(s) (Contacts) and Account(s). Select a Year and Month if necessary. Select Tag(s). Click on the Message box to ...
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 ...
Liscio Vault
Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...
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 ...
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 Follow a File Audit Trail
When files are uploaded and/or shared, their source (“Manual”, “Task”, “Message”, or “Multiple”) is listed. This allows you to follow the audit trail. Click on the Files page. Click on a file and then click on the source to see where the file was ...
How to Share a File
Click on the Files page. Click to open the file you wish to share. Click +Share on the right-hand side, next to 'Associated With'. Click the To field to add a Contact and an Account. Click OK. Click Share. Related article: How to Share Files in Bulk
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. Under ...
How to Delete Files in Bulk
Only firm employees can delete files. Clients/End-Users do not have the ability to delete files. Note: Deleting a file will remove it from any place it was shared (i.e. message or task). Click the Files page. Check the box to the left of the files ...
Adjusting a File's Associated Account
If files are uploaded to the wrong Account, they can be shared with the correct one. However, this will only add the correct Account, but won't remove the incorrect Account. Click Files on the left-hand navigation. Filter by the Account or Contact ...
Alerts for File Uploads and Account Updates
Alerts are notifications for manual client file uploads and Account updates. Account updates include any changes a client makes on their Account Overview, Payroll, or Logins tab. Alerts can be replied to and archived just like a message. When you are ...