Files shared in Liscio can only be viewed if the Contact already had access to the file. Meaning the Contact must either be an Account Owner or the file must already be saved on that Contact's File tab.
1. Click on the Accounts page on the left-hand side of the screen.
2. Use the search bar at the top of the list to search for a specific Account.
3. Click on the Account.
4. Click the Files tab.
5. Use Filter by to filter the records to display the file you would like to share.
6. Click the title of the file to open a preview.
7. Click the Copy Link.
8. Once the link is copied, paste the link in a Message to the Contact or Employee.