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Adjusting a File's Associated Account

Adjusting a File's Associated Account

Liscio Support avatar
Written by Liscio Support
Updated this week

If files are uploaded to the wrong Account, they can be shared with the correct one. However, this will only add the correct Account, and does not remove the incorrect Account.

To share a file that has already been uploaded to Liscio with someone that should have access:

  1. Select Files in the Left-Hand Menu.

  2. Filter by the Account or Contact name associated with the files to narrow down the list.

  3. Select the checkboxes next to each file that needs to be adjusted.

  4. Scroll to the bottom of the page and select Share File.

  5. In the To field, choose the Account the file needs to be associated with.

  6. Select OK.

  7. Select Share.

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How to Reassign an Uploaded File to the Correct Contact or Account

  1. Select Files in the Left-Hand Menu.

  2. Use filters to find files by Account or Contact.

  3. Select the checkboxes next to the files that needs to be adjusted.

  4. Scroll to the bottom and select Download. The files will be downloaded to your computer. If you're downloading multiple files, they’ll be saved as a ZIP file

  5. Once downloaded, scroll to the bottom again and select Delete to remove the originals.

  6. Scroll back to the top and select +Upload File.

  7. In the To field, select the correct Contacts and Accounts.

  8. (Optional) Add a subject and message, or check Do Not Send Message to upload quietly

  9. Attach the files and complete the upload

Now the files are correctly associated with the right Account(s) and no longer linked to the original one.

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