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