Use the filters at the top of the files page to quickly narrow down the file section.
Here's a breakdown of the filters:
- All Files: Filter between Firm Uploads and Client Uploads
- Sources: Filter between Message, Note (internal), Task, and Manual
- Tags: This list can be customized. Contact Liscio Support to create custom tags.
- Month and Year: Filter by Month and Year
- Account: Filter by the client profile.
- Contact: Filter by who uploaded the file or who it was uploaded to.
- Active: Filter between Active and Archived files.