Skip to main content
All CollectionsFiles
Sending a Message When Uploading a File
Sending a Message When Uploading a File
Liscio Support avatar
Written by Liscio Support
Updated over a month ago

You can include a message with your file upload so your client has context behind what you sent them! You can even use pre-made message templates when sending a file with a message.

To send a message to your client when uploading a file:

  1. Click +Add New in the upper-left corner.

  2. Click File.

  3. In the To field, select Recipient(s) (Contacts) and Account(s).

  4. Select a Year and Month if necessary.

  5. Select Tag(s).

  6. Click on the Message box to type a message to your client. (Note: if you don't type a message an automated message will populate.)

  7. Drag and drop, or browse to add file(s).

  8. Click Upload.


​


​

Did this answer your question?