You can share already uploaded files with other Contacts, Accounts, or firm users in Liscio.
To Share an Already Uploaded File with Another User:
Select the Files page.
Open the file you want to share by selecting it.
Select +Share on the right-hand side, next to Associated With.
OR: To share multiple files at once, select the checkboxes for each file, scroll to the bottom of the page, and select Share File.
In the To field, add the appropriate Contact and Account.
Select OK.
Select Share.
Note: If you attempt to share a file from within a specific Account, you will only be able to select Contacts and other Accounts linked to that one. This limitation is in place to help prevent accidentally sharing files with the wrong client.
