Files can be uploaded as Firm Only, giving access to only firm employees and admins. A Firm Only file is indicated with a lock icon to the right of the file name.
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Files uploaded outside of a message, task, or request have the option to mark files uploaded as Firm Only. See below.
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Contacts and Accounts can be associated with a Firm Only file, but cannot view the file. The association is to indicate which client is associated with the file.
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Sharing a Firm Only file makes the file public. Recipients and Account Owners will have access to the file after it is shared.
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When sharing a Firm Only file using Liscio Vault the message "Warning: You have selected a Firm Only file. Attaching it to a message will change the status to public, allowing recipients and Account Owners to see this file. Do you want to proceed?" will appear:
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Note: Any files attached to a Note or To Do task are made firm only by default.
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Related articles: File Access Breakdown | Sharing an Internal File within Liscio