Liscio allows you to filter files by:
- who the file was uploaded by All Files
- whether the file was attached to a Message, Note, Task, or manually uploaded Sources
- specific file tags Tags
- the year the file was active Year
On the Account level, you can filter by:
- the contact the file is associated with Contact
On the Contact level, you can filter by:
-the Account the file is associated with Account
To filter your files:
1. Click on the Files tab.
2. Click each filter type.
3. Select the appropriate criteria to refine the information displayed.