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Notifying a Teammate About a File Upload

Notifying a Teammate About a File Upload

Liscio Support avatar
Written by Liscio Support
Updated this week

Members of the Client Service Team are automatically notified when a file is uploaded to an Account.

However, clients can manually remove recipients when uploading a file. If that happens and someone on your team doesn’t get notified, you can still loop them in.

Notifying Another Employee About a File Upload

  1. Open the message that contains the uploaded file

  2. Type a quick reply to the client (e.g., “Thanks for sending the file—we’ve received it”)

  3. Select the Additional Recipients field

  4. Search for the teammate you want to notify

  5. Select OK

  6. Select Send

That employee will now be part of the conversation and will receive any future replies in the thread—from you or the client.

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