Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. Think of the Liscio Vault as our term for any file that already exists in Liscio, and is your way to share existing files with your clients or team members.
To choose a file from the Liscio Vault when uploading:
When attaching a file to a file upload, message, task, or request, click Liscio Vault.
Use the filter to search for a specific file.
Check the box to the left of the file(s) you wish to share.
Click Attach File in the bottom-right corner.
Note: Firm Only files shared through Liscio Vault will be made public, allowing recipients and Account Owners to see the files.