Skip to main content
Sharing Files
Liscio Support avatar
Written by Liscio Support
Updated over a month ago

You can share already uploaded files with other Contacts, Accounts, or firm users in Liscio.

To Share an already uploaded file with another user:

  1. Click on the Files page.

  2. Click to open the file you wish to share.

  3. Click +Share on the right-hand side, next to 'Associated With'.

  4. Click the To field to add a Contact and an Account.

  5. Click OK.

  6. Click Share.

Note: If you try to share a file from an Account's page, you won't be able to share with other Accounts or Contacts that aren't tied to the Account page you're on. This is to prevent accidents.

ezgif-4-31083401efcb.gif

Did this answer your question?