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Uploading Files

Written by Liscio Support

Uploading Files to Liscio:

  1. From the Dashboard, drag and drop your file directly into Liscio, or select Upload File in the upper-left corner to browse and choose your file.

  2. The firm recipient(s) may automatically appear in the To box. You can add recipients if needed by selecting an Employee, then hover over the Employee's name to add Account (if not automatically populated).

  3. Optional: Select Show details to add a message, tags, year, or month.

  4. Select Upload Files.

    1. Note - you have to click this Upload Files button to actually send your Files. Your firm won't receive it if you only drag and drop the files in and then leave the page.

  5. A progress box will appear in the bottom-left corner showing upload status. When finished, it will display Upload Complete!.

  6. Select Close in the progress box.

Note: Uploaded files cannot be deleted in Liscio, but you can archive or rename them.

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