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Sharing Multiple Files

Sharing Multiple Files

Liscio Support avatar
Written by Liscio Support
Updated this week

You'll often times need to share more than one file. Here's how to easily do that!

To Share Multiple Files at the same time:

  1. Select Files in the left-hand menu.

  2. Check the box to the left of any file you'd like to share.

  3. Scroll to the bottom of the page and select the share icon.

  4. In the To field, select the recipient and Account.

  5. Send a personalized message or select Do not send Message (the recipient will not receive a notification if this is selected).

  6. Select Share.

Note: Sharing Firm Only files removes their Firm Only (internal) status, making them public to recipients and Account Owners.

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