When uploading files you can quickly add and invite new Contacts and Accounts.
To Create a New Contact and Account on the spot while uploading a file:
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 Account, type in an existing or new account.
For a new account, click the blue + button.
Select the Entity Type.
Click Save.
Click Ok.
Fill out all necessary information & attach the file.
Click Upload.
Note: The new contact will receive an invite to Liscio and will need to accept the invitation to access the file securely.