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Files Overview

Files Overview

Liscio Support avatar
Written by Liscio Support
Updated this week

Files Overview in Liscio (Liscio Vault)

The Files page, also called the Liscio Vault, shows every file uploaded to Liscio.

All employees can view files shared with or uploaded by firm users and clients—except:

  • Specialist users, who only see files tied to their assigned Accounts

  • Files from Restricted Accounts, which are limited to select users

Easy File Searching with Filters

Use filters at the top of the Files page to quickly find what you need:

  • All Files – View client uploads, firm uploads, and Firm Only files

  • Source – Filter by how the file was added: Message, Note, Task, Request, or Manual

  • Tags – Use tags created by your Firm Admin for better organization

  • Month/Year – Filter by when the file was uploaded

  • Account or Contact – Find files tied to a specific person or business

  • Active / Archived – Toggle between files you're currently using and older ones

Pro Tip: Use the None option in the Account filter to find files not tied to any Account or Contact.

Bulk Actions

You can take action on multiple files at once by scrolling to the bottom of the Files page:

  • Export to systems like SmartVault

  • Download files

  • Archive files

  • Edit Tags

  • Share files with clients

  • Delete files

Upload Files Manually

  • Select +Upload File

  • Choose the file(s) to upload

  • Send a message with the file, or check Do Not Send Message if you don’t want to notify the client

  • (Optional) Mark the file as Firm Only to keep it internal

Pro Tip: You can upload and share files directly from your connected Document Management System (DMS) without downloading first.

File Management Best Practices

Managing the "Client Upload" Tag

  • Files uploaded by clients are automatically tagged Client Upload

  • Once reviewed, you can:

    • Replace the tag with something like “Downloaded”

    • Or archive the file to mark it as handled

Use the Client Upload filter to see which client files still need attention.

Archiving Files

  • Moves files from Active to Archived view

  • Keeps your workspace clean without deleting anything

  • Clients still see archived files unless they archive them, too

  • Make sure team members know how to switch between Active and Archived

Renaming Files

  • Makes files easier to recognize for both firm and client

  • File name changes are visible to the client

  • Or use Tags to organize files without renaming

Using Tags

  • Tags act like folders to help you and clients find files fast

  • Example: Tag a tax return as “Tax Return” and “2024”

Uploading & Downloading Files from Other Systems

  • Liscio integrates with:

    • SmartVault

    • OneDrive

    • SharePoint

    • Box

    • Google Drive

    Use these to import or export files in bulk. Connect under Third-Party Apps in your profile settings.

Finding Files by Contact or Account

From a client’s Contact or Account:

  • Use the Timeline and filter by Files, or

  • Select the Files tab to view all related documents

Filtering Options

  • Uploaded By – Filter by firm or client user

  • Source – See where the file came from (Task, Message, etc.)

  • Tags – Group files by type (e.g., tax, payroll, bank)

  • Month/Year – Filter by time frame

  • Account/Contact – Search by specific business or person

  • Active / Archived – Toggle between current and stored files

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