Recent Articles
How to Attach Files to a Task
Tap into the Task. In the Attachments box, either Drop files to attach, or Browse. If dropping, drag and drop the file from your File Explorer or Finder into the Attachments box. If browsing, click Browse, and select the Browse option to open the ...
How to Fix Log In Issues with Eero Plus and Comcast SecurityEdge
If you're seeing a blank white screen or an infinite loading icon while trying to sign in to Liscio, please follow these steps. Eero Plus Instructions Open your Eero App, and from the Discover Tab tap on “Discover” then “Eero Secure.” Tap on “Block & ...
Collaborating on Requests
Collaborate allows you to answer questions and upload files on behalf of your client. This feature is useful whenever you receive answers outside of the request. For example, when clients drop off files or provide answers over the phone, you can add ...
Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...
Exporting Requests
With Requests, your firm may desire to have a PDF copy of the information your client has provided. Your firm may also want to print this information. Below are steps to export a Request. From the Requests page, navigate to the tab the Request you ...
Popular Articles
Liscio Training Video
This training video is for Firm employees and administrators.
How to Set Up Your Account
Step-by-Step: 1. You will receive an invitation to join Liscio. Copy and paste the invite link into your browser. Be sure to copy the entire link. Or click the pink Activate Account button. 2. Create a password. Your password must have at least 8 ...
Drake Export
Note: Drake exports in all caps. If you want to retain all caps, please let us know, otherwise, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald". 1. Go to Reports at the top of Drake > Report Manager 2. ...
How to Upload a File (Desktop)
Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
How to Create a Note
Notes are an internal storage system found on the Account and Contact level. Clients are not able to view Notes. A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file. Click +Add New in ...