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Archiving Files

Archiving Files

Liscio Support avatar
Written by Liscio Support
Updated this week

Archiving files is a great way to manage documents in Liscio. By archiving instead of deleting files, you remove them from your Active files, but can still access them in the future.

To Archive File(s) in Liscio:

  1. Select Files on the Left-Hand Menu

  2. Select the checkbox next to the file(s) you'd like to archive

  3. Scroll to the bottom of the page

  4. Select the Archive icon at the bottom of the list

Note: Archived files can be found by selecting the Active filter and selecting Archived. Files will be archived on the firm-side, but the files are not archived for the client.

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