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Liscio Vault

Liscio Support avatar
Written by Liscio Support
Updated over 3 weeks ago

The Liscio Vault is where you’ll find all files that have already been uploaded to Liscio. You can use it to quickly attach and share these files in a Message, Task, Request, or File Upload—no need to re-upload.

Attaching a File from the Liscio Vault:

  1. When adding a file to a Message, Task, Request, or File Upload, select Liscio Vault

  2. Use filters or search to find the file you need

  3. Select the box next to the file(s) you want to share

  4. Select Attach File (bottom-right corner)

Note: If you share a Firm Only file through Liscio Vault, it will become public.
That means recipients and Account Owners will be able to see it.

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