# Liscio Help Center

> Get the Help & Answers You Need

## Getting Started

- [Adding Liscio to Your Website](https://support.liscio.me/en/articles/10564418-adding-liscio-to-your-website.md)
- [Onboarding your Clients with Success](https://support.liscio.me/en/articles/10564422-onboarding-your-clients-with-success.md): Onboarding clients to Liscio is simple with these three steps!
- [Liscio's Client Introduction Email Templates](https://support.liscio.me/en/articles/10564424-liscio-s-client-introduction-email-templates.md)
- [Adding Employees to Liscio](https://support.liscio.me/en/articles/10564432-adding-employees-to-liscio.md)
- [Inviting Clients to Liscio](https://support.liscio.me/en/articles/10564439-inviting-clients-to-liscio.md)
- [Sending Invites to All Clients at Once](https://support.liscio.me/en/articles/10564451-sending-invites-to-all-clients-at-once.md)
- [Inviting Clients to Download the Liscio Mobile App](https://support.liscio.me/en/articles/10564457-inviting-clients-to-download-the-liscio-mobile-app.md)
- [Checking Client Activation Status](https://support.liscio.me/en/articles/10564465-checking-client-activation-status.md)
- [Default Message Recipient \(DMR\) in Liscio](https://support.liscio.me/en/articles/10564468-default-message-recipient-dmr-in-liscio.md)
- [Tips For Fast Client Adoption](https://support.liscio.me/en/articles/10564470-tips-for-fast-client-adoption.md)
- [How to Set Up and Invite a Test Contact](https://support.liscio.me/en/articles/10564473-how-to-set-up-and-invite-a-test-contact.md)
- [Client Service Teams \(CST\) in Liscio](https://support.liscio.me/en/articles/10564475-client-service-teams-cst-in-liscio.md)
- [Boosting Liscio Adoption with Email Signatures](https://support.liscio.me/en/articles/10564531-boosting-liscio-adoption-with-email-signatures.md)

## Smart Tax Organizers

- [Smart Tax Organizers: Importing & Sending](https://support.liscio.me/en/articles/10658906-smart-tax-organizers-importing-sending.md)
- [Bulk Printing Organizers from UltraTax](https://support.liscio.me/en/articles/10658910-bulk-printing-organizers-from-ultratax.md)
- [Bulk Printing Organizers from CCH](https://support.liscio.me/en/articles/10658914-bulk-printing-organizers-from-cch.md)
- [Bulk Printing Organizers from Drake](https://support.liscio.me/en/articles/10658918-bulk-printing-organizers-from-drake.md)
- [Bulk Printing Organizers from Lacerte](https://support.liscio.me/en/articles/10658925-bulk-printing-organizers-from-lacerte.md)
- [Bulk Printing Organizers from Intuit ProSeries](https://support.liscio.me/en/articles/10658927-bulk-printing-organizers-from-intuit-proseries.md)
- [Exporting Smart Tax Organizers from Liscio](https://support.liscio.me/en/articles/10658931-exporting-smart-tax-organizers-from-liscio.md)
- [Liscio Organizer Client Announcement Template](https://support.liscio.me/en/articles/10658935-liscio-organizer-client-announcement-template.md)
- [Smart Tax Organizer FAQs](https://support.liscio.me/en/articles/10658939-smart-tax-organizer-faqs.md)
- [Monitoring Progress of an Organizer](https://support.liscio.me/en/articles/10658946-monitoring-progress-of-an-organizer.md)
- [File Speed Matching](https://support.liscio.me/en/articles/13850458-file-speed-matching.md)
- [Automated Client Matching for Returns & Organizers](https://support.liscio.me/en/articles/10658949-automated-client-matching-for-returns-organizers.md)
- [Smart Tax Organizers & GruntWorx](https://support.liscio.me/en/articles/10658954-smart-tax-organizers-gruntworx.md)
- [Lacerte Tax Document Imports](https://support.liscio.me/en/articles/10658956-lacerte-tax-document-imports.md)
- [Sending Business Organizers Through Liscio](https://support.liscio.me/en/articles/10658963-sending-business-organizers-through-liscio.md)
- [Smart Tax Organizers: Preparing and Printing Tax Organizers](https://support.liscio.me/en/articles/10658968-smart-tax-organizers-preparing-and-printing-tax-organizers.md)
- [How Clients Experience the Smart Tax Organizer](https://support.liscio.me/en/articles/10924524-how-clients-experience-the-smart-tax-organizer.md)
- [Customizable Smart Tax Organizers](https://support.liscio.me/en/articles/13161784-customizable-smart-tax-organizers.md)
- [Re-Opening Organizers](https://support.liscio.me/en/articles/13620659-re-opening-organizers.md)

## Smart Tax Returns

- [Printing Tax Returns from UltraTax](https://support.liscio.me/en/articles/10564350-printing-tax-returns-from-ultratax.md)
- [Printing Tax Returns from Lacerte](https://support.liscio.me/en/articles/10564335-printing-tax-returns-from-lacerte.md)
- [Printing Tax Returns from Drake](https://support.liscio.me/en/articles/10564343-printing-tax-returns-from-drake.md)
- [Printing Tax Returns from CCH](https://support.liscio.me/en/articles/10564340-printing-tax-returns-from-cch.md)
- [Printing Tax Returns from ProSeries](https://support.liscio.me/en/articles/13835712-printing-tax-returns-from-proseries.md)
- [Smart Tax Delivery: Preparing and Printing Tax Returns](https://support.liscio.me/en/articles/10564356-smart-tax-delivery-preparing-and-printing-tax-returns.md)
- [Smart Tax Delivery: Sending Tax Returns to Clients](https://support.liscio.me/en/articles/10564358-smart-tax-delivery-sending-tax-returns-to-clients.md)
- [Estimated Tax Payment Reminders](https://support.liscio.me/en/articles/10564362-estimated-tax-payment-reminders.md)
- [Smart Tax Delivery Client Announcement Template](https://support.liscio.me/en/articles/10564363-smart-tax-delivery-client-announcement-template.md)
- [Smart Tax Delivery: FAQs](https://support.liscio.me/en/articles/10564369-smart-tax-delivery-faqs.md)
- [Smart Tax Delivery: Sign on Same Device](https://support.liscio.me/en/articles/10564373-smart-tax-delivery-sign-on-same-device.md)
- [Short Form vs Long Form Returns](https://support.liscio.me/en/articles/10564375-short-form-vs-long-form-returns.md)
- [Smart Tax Delivery: Troubleshooting Returns That Didn't Process](https://support.liscio.me/en/articles/10564376-smart-tax-delivery-troubleshooting-returns-that-didn-t-process.md)
- [What's Supported for Tax Return Delivery](https://support.liscio.me/en/articles/11036076-what-s-supported-for-tax-return-delivery.md)
- [How Clients Experience Smart Tax Delivery](https://support.liscio.me/en/articles/10574265-how-clients-experience-smart-tax-delivery.md)

## Requests

- [Creating a Request](https://support.liscio.me/en/articles/10564483-creating-a-request.md)
- [Requests Template](https://support.liscio.me/en/articles/10564489-requests-template.md)
- [Editing Requests & Request Templates](https://support.liscio.me/en/articles/10564491-editing-requests-request-templates.md)
- [Conditional Questions](https://support.liscio.me/en/articles/10564495-conditional-questions.md)
- [Bulk Sending Requests](https://support.liscio.me/en/articles/10564496-bulk-sending-requests.md)
- [Sorting and Filtering Requests](https://support.liscio.me/en/articles/10564499-sorting-and-filtering-requests.md)
- [Collaborating on Requests](https://support.liscio.me/en/articles/10564501-collaborating-on-requests.md)
- [Exporting Request Answers and Documents](https://support.liscio.me/en/articles/10564506-exporting-request-answers-and-documents.md)
- [Changing the Due Date of a Request](https://support.liscio.me/en/articles/10564507-changing-the-due-date-of-a-request.md)
- [Re-Opening Requests](https://support.liscio.me/en/articles/10564511-re-opening-requests.md)
- [Recalling Sent Requests](https://support.liscio.me/en/articles/10564514-recalling-sent-requests.md)
- [Requests FAQs](https://support.liscio.me/en/articles/10564518-requests-faqs.md)

## Integrations

- [Liscio Email Integration \(Outlook and Gmail\)](https://support.liscio.me/en/articles/10564385-liscio-email-integration-outlook-and-gmail.md)
- [Setting Up Outlook 365 & Gmail Integration](https://support.liscio.me/en/articles/10564406-setting-up-outlook-365-gmail-integration.md)
- [Email Integration FAQs](https://support.liscio.me/en/articles/10564393-email-integration-faqs.md)
- [Easily Create Contacts in Liscio from Email](https://support.liscio.me/en/articles/10564390-easily-create-contacts-in-liscio-from-email.md)
- [Adding an Email to an Account or Contact](https://support.liscio.me/en/articles/10564399-adding-an-email-to-an-account-or-contact.md)
- [Replying to an Email with a Liscio Message](https://support.liscio.me/en/articles/10564396-replying-to-an-email-with-a-liscio-message.md)
- [Adding an Email to an Existing Task](https://support.liscio.me/en/articles/10564405-adding-an-email-to-an-existing-task.md)
- [Turning an Email into a Task](https://support.liscio.me/en/articles/10564389-turning-an-email-into-a-task.md)
- [Sending a New Email from Liscio](https://support.liscio.me/en/articles/10564395-sending-a-new-email-from-liscio.md)
- [Turning an Email into a Note](https://support.liscio.me/en/articles/10564384-turning-an-email-into-a-note.md)
- [Organizing Emails](https://support.liscio.me/en/articles/10564398-organizing-emails.md)
- [Microsoft - Need Admin Approval](https://support.liscio.me/en/articles/10564382-microsoft-need-admin-approval.md)
- [Microsoft OneDrive File Integration](https://support.liscio.me/en/articles/10685095-microsoft-onedrive-file-integration.md)
- [SmartVault Integration](https://support.liscio.me/en/articles/10685087-smartvault-integration.md)
- [Microsoft SharePoint Integration](https://support.liscio.me/en/articles/10684943-microsoft-sharepoint-integration.md)
- [Google Drive File Integration](https://support.liscio.me/en/articles/10685094-google-drive-file-integration.md)
- [Box Integration](https://support.liscio.me/en/articles/10873673-box-integration.md)
- [GruntWorx Integration](https://support.liscio.me/en/articles/11818400-gruntworx-integration.md): GruntWorx Integration Overview, Setup, and Usage
- [GruntWorx Integration FAQs](https://support.liscio.me/en/articles/11818478-gruntworx-integration-faqs.md): GruntWorx Frequently Asked Questions
- [GruntWorx Integration Troubleshooting](https://support.liscio.me/en/articles/11818952-gruntworx-integration-troubleshooting.md): Troubleshooting Common Issues
- [Setting Up QuickBooks Integration](https://support.liscio.me/en/articles/10684925-setting-up-quickbooks-integration.md)
- [Troubleshooting Tips for the QuickBooks Integration](https://support.liscio.me/en/articles/10684934-troubleshooting-tips-for-the-quickbooks-integration.md)
- [Linking Clients in Liscio & QBO](https://support.liscio.me/en/articles/10684927-linking-clients-in-liscio-qbo.md)
- [Karbon + Liscio: Tax Automation](https://support.liscio.me/en/articles/10685099-karbon-liscio-tax-automation.md)

## eDocs

- [Sending an eDoc](https://support.liscio.me/en/articles/10564150-sending-an-edoc.md)
- [Bulk Sending eDocs](https://support.liscio.me/en/articles/10564153-bulk-sending-edocs.md)
- [eDoc Template Examples](https://support.liscio.me/en/articles/10564155-edoc-template-examples.md)
- [What to Know Before Combining eDoc Templates](https://support.liscio.me/en/articles/10564204-what-to-know-before-combining-edoc-templates.md)
- [eDoc Authoring Tools](https://support.liscio.me/en/articles/10564160-edoc-authoring-tools.md)
- [Uploading a Template to Liscio's eDoc Library](https://support.liscio.me/en/articles/10564165-uploading-a-template-to-liscio-s-edoc-library.md)
- [Checking Your eDoc and KBA Balances](https://support.liscio.me/en/articles/10564168-checking-your-edoc-and-kba-balances.md)
- [E-file Authorization using KBA](https://support.liscio.me/en/articles/10564186-e-file-authorization-using-kba.md)
- [Checking the Status of an eDoc in Liscio](https://support.liscio.me/en/articles/10564208-checking-the-status-of-an-edoc-in-liscio.md)
- [Viewing an eDoc After It Has Been Sent](https://support.liscio.me/en/articles/10564212-viewing-an-edoc-after-it-has-been-sent.md)
- [What Counts as an e-Signature or KBA?](https://support.liscio.me/en/articles/10564216-what-counts-as-an-e-signature-or-kba.md)
- [Adobe Sign Limitations](https://support.liscio.me/en/articles/10564219-adobe-sign-limitations.md)
- [Canceling an eDoc](https://support.liscio.me/en/articles/10564223-canceling-an-edoc.md)
- [Adobe & Safari](https://support.liscio.me/en/articles/10564224-adobe-safari.md)
- [Incorrect Name Showing in Adobe for eDoc Signers – What to Know](https://support.liscio.me/en/articles/10564227-incorrect-name-showing-in-adobe-for-edoc-signers-what-to-know.md)
- [Liscio eDoc/KBA Pricing & Breakdown](https://support.liscio.me/en/articles/10564228-liscio-edoc-kba-pricing-breakdown.md)
- [How Clients Sign eDocs in Liscio](https://support.liscio.me/en/articles/10965280-how-clients-sign-edocs-in-liscio.md)

## Accounts & Contacts

- [How to Download an Accounts Report](https://support.liscio.me/en/articles/10562113-how-to-download-an-accounts-report.md)
- [How the Timeline Helps You Stay on Top of Client Activity](https://support.liscio.me/en/articles/10562118-how-the-timeline-helps-you-stay-on-top-of-client-activity.md)
- [In Focus Tab for Accounts](https://support.liscio.me/en/articles/10564053-in-focus-tab-for-accounts.md)
- [Account Details](https://support.liscio.me/en/articles/10564058-account-details.md)
- [Account Rating and How to Add it](https://support.liscio.me/en/articles/10564067-account-rating-and-how-to-add-it.md)
- [How to Edit Contact Information](https://support.liscio.me/en/articles/10564069-how-to-edit-contact-information.md)
- ['Contact Email Already Exists' Error](https://support.liscio.me/en/articles/10564076-contact-email-already-exists-error.md)
- [Deactivating a Contact](https://support.liscio.me/en/articles/10564085-deactivating-a-contact.md)
- [How to Tell if a Contact is Invited: Activation Status](https://support.liscio.me/en/articles/10564090-how-to-tell-if-a-contact-is-invited-activation-status.md)
- [Resending Invitations to Expired Contacts](https://support.liscio.me/en/articles/10564094-resending-invitations-to-expired-contacts.md)
- [Understanding Contacts in Liscio](https://support.liscio.me/en/articles/10564100-understanding-contacts-in-liscio.md)
- [Relationship Between Accounts and Contacts](https://support.liscio.me/en/articles/10564102-relationship-between-accounts-and-contacts.md)
- [Adding Security Questions to a Login](https://support.liscio.me/en/articles/10564106-adding-security-questions-to-a-login.md)
- [How to Download a Contacts Report](https://support.liscio.me/en/articles/10564109-how-to-download-a-contacts-report.md)
- [Adding a Prospect to Liscio](https://support.liscio.me/en/articles/10564123-adding-a-prospect-to-liscio.md)
- [Archiving an Account](https://support.liscio.me/en/articles/10564128-archiving-an-account.md)
- [Changing the Status of an Account from Prospect to Client](https://support.liscio.me/en/articles/10564129-changing-the-status-of-an-account-from-prospect-to-client.md)
- [Creating New Accounts and Contacts](https://support.liscio.me/en/articles/10564131-creating-new-accounts-and-contacts.md): This guide will help you quickly and easily create new client Accounts and Contacts in Liscio.
- [Understanding the Account Owner Setting](https://support.liscio.me/en/articles/10564134-understanding-the-account-owner-setting.md)
- [Restricted Accounts](https://support.liscio.me/en/articles/10564135-restricted-accounts.md)
- [Account & Contact Cards: How to Use Them](https://support.liscio.me/en/articles/10564141-account-contact-cards-how-to-use-them.md)

## Inbox

- [Using Liscio’s AI Writing Assistant](https://support.liscio.me/en/articles/12400736-using-liscio-s-ai-writing-assistant.md)
- [Inbox Overview: Secure Messaging Made Simple](https://support.liscio.me/en/articles/10561005-inbox-overview-secure-messaging-made-simple.md)
- [How to Send a Message](https://support.liscio.me/en/articles/10561007-how-to-send-a-message.md)
- [Sending Bulk Messages](https://support.liscio.me/en/articles/10561008-sending-bulk-messages.md)
- [Message Templates](https://support.liscio.me/en/articles/10561013-message-templates.md)
- [Custom Inbox Views](https://support.liscio.me/en/articles/10561020-custom-inbox-views.md)
- [Adding Multiple Recipients To A Message](https://support.liscio.me/en/articles/10561071-adding-multiple-recipients-to-a-message.md)
- [Sending Message Drafts](https://support.liscio.me/en/articles/10561111-sending-message-drafts.md)
- [Message Transparency](https://support.liscio.me/en/articles/10561130-message-transparency.md)
- [Deleting Messages](https://support.liscio.me/en/articles/10561137-deleting-messages.md)
- [Printing Messages](https://support.liscio.me/en/articles/10561143-printing-messages.md)
- [Viewing Sent Messages](https://support.liscio.me/en/articles/10561153-viewing-sent-messages.md)
- [Archiving and Unarchiving Messages](https://support.liscio.me/en/articles/10561169-archiving-and-unarchiving-messages.md): Keep your Inbox clean by Archiving completed Message Threads.
- [Associating an Existing Message to an Account](https://support.liscio.me/en/articles/10561172-associating-an-existing-message-to-an-account.md)
- [Searching for Messages](https://support.liscio.me/en/articles/10561192-searching-for-messages.md)
- [Downloading All Attachments in a Message](https://support.liscio.me/en/articles/10561205-downloading-all-attachments-in-a-message.md)
- [Marking Messages Unread](https://support.liscio.me/en/articles/10561212-marking-messages-unread.md)
- [Creating an Internal Note from a Message](https://support.liscio.me/en/articles/10561223-creating-an-internal-note-from-a-message.md): Quickly save firm-only Notes using this method!
- [Creating a Task from a Message](https://support.liscio.me/en/articles/10561240-creating-a-task-from-a-message.md): Streamline Task Creation with this one simple trick!
- [Pinned Messages and Alerts](https://support.liscio.me/en/articles/10561269-pinned-messages-and-alerts.md)
- [Alerts in Liscio](https://support.liscio.me/en/articles/10561917-alerts-in-liscio.md)

## Tasks

- [Reassigning Tasks to Another Employee](https://support.liscio.me/en/articles/10561994-reassigning-tasks-to-another-employee.md)
- [Tasks Overview](https://support.liscio.me/en/articles/10562070-tasks-overview.md)
- [Creating Tasks](https://support.liscio.me/en/articles/10562072-creating-tasks.md)
- [Filtering Tasks](https://support.liscio.me/en/articles/10562074-filtering-tasks.md)
- [Tracking Client Tasks](https://support.liscio.me/en/articles/10562077-tracking-client-tasks.md)
- [Task and eDoc Description Templates](https://support.liscio.me/en/articles/10562080-task-and-edoc-description-templates.md)
- [Archiving Tasks](https://support.liscio.me/en/articles/10562088-archiving-tasks.md)
- [Adding Multiple Recipients to a Task](https://support.liscio.me/en/articles/10562099-adding-multiple-recipients-to-a-task.md)
- [How to Complete a Task](https://support.liscio.me/en/articles/10562102-how-to-complete-a-task.md)
- [Editing Tasks](https://support.liscio.me/en/articles/10562105-editing-tasks.md)
- [Sending Engagement Letters](https://support.liscio.me/en/articles/10574074-sending-engagement-letters.md): Engagement letters in Liscio are sent as Get a Signature tasks. This article covers template setup, bulk and single sending, the client signing experience, and common troubleshooting.
- [Creating Internal To Do Tasks](https://support.liscio.me/en/articles/10574140-creating-internal-to-do-tasks.md)
- [Reopening Archived Tasks](https://support.liscio.me/en/articles/10574142-reopening-archived-tasks.md)
- [Creating Manage To Go Items Tasks](https://support.liscio.me/en/articles/10574144-creating-manage-to-go-items-tasks.md)
- [Commenting on Tasks](https://support.liscio.me/en/articles/10574149-commenting-on-tasks.md)
- [Deleting Files From a Task](https://support.liscio.me/en/articles/10574153-deleting-files-from-a-task.md)
- [Downloading All Attachments in a Task](https://support.liscio.me/en/articles/10574157-downloading-all-attachments-in-a-task.md)
- [Creating Request Information Tasks](https://support.liscio.me/en/articles/10574158-creating-request-information-tasks.md)
- [Printing Tasks](https://support.liscio.me/en/articles/10574166-printing-tasks.md)
- [Recurring Tasks](https://support.liscio.me/en/articles/10574169-recurring-tasks.md)
- [How to Edit, Delete, or Archive a Recurring Task](https://support.liscio.me/en/articles/10574170-how-to-edit-delete-or-archive-a-recurring-task.md)
- [Sending a Calendly Meeting Invite](https://support.liscio.me/en/articles/10574171-sending-a-calendly-meeting-invite.md)
- [Scheduling a Virtual \(Zoom\) Meeting](https://support.liscio.me/en/articles/10574173-scheduling-a-virtual-zoom-meeting.md)

## Files

- [Files Overview](https://support.liscio.me/en/articles/10561357-files-overview.md)
- [Uploading Files](https://support.liscio.me/en/articles/10561371-uploading-files.md)
- [Downloading Files](https://support.liscio.me/en/articles/10561377-downloading-files.md)
- [File Intelligence Overview](https://support.liscio.me/en/articles/12400381-file-intelligence-overview.md)
- [File Intelligence: Customizing Your Naming Template](https://support.liscio.me/en/articles/15364047-file-intelligence-customizing-your-naming-template.md)
- [File Intelligence: Supported Document Types](https://support.liscio.me/en/articles/12642691-file-intelligence-supported-document-types.md)
- [File Intelligence FAQ](https://support.liscio.me/en/articles/13621817-file-intelligence-faq.md)
- [Finding & Replacing File Tags](https://support.liscio.me/en/articles/10561408-finding-replacing-file-tags.md)
- [Editing the Year and Month of Multiple Files at Once](https://support.liscio.me/en/articles/10561412-editing-the-year-and-month-of-multiple-files-at-once.md)
- [Removing Tags From Multiple Files at Once](https://support.liscio.me/en/articles/10561420-removing-tags-from-multiple-files-at-once.md)
- [Adding Tags to Multiple Files](https://support.liscio.me/en/articles/10561427-adding-tags-to-multiple-files.md)
- [Deleting Files](https://support.liscio.me/en/articles/10561592-deleting-files.md)
- [Notifying a Teammate About a File Upload](https://support.liscio.me/en/articles/10561601-notifying-a-teammate-about-a-file-upload.md)
- [Printing Files](https://support.liscio.me/en/articles/10561611-printing-files.md)
- [Customizing File Tags](https://support.liscio.me/en/articles/10561615-customizing-file-tags.md)
- [Archiving Files](https://support.liscio.me/en/articles/10561633-archiving-files.md)
- [Viewing Archived Files](https://support.liscio.me/en/articles/10561637-viewing-archived-files.md)
- [Attachments in Liscio](https://support.liscio.me/en/articles/10561652-attachments-in-liscio.md)
- [Editing Files Names](https://support.liscio.me/en/articles/10561661-editing-files-names.md)
- [How to Upload Files to Multiple Contacts](https://support.liscio.me/en/articles/10561666-how-to-upload-files-to-multiple-contacts.md)
- [Sharing a Firm Only File within Liscio](https://support.liscio.me/en/articles/10561668-sharing-a-firm-only-file-within-liscio.md)
- [Firm Only \(Internal\) Files](https://support.liscio.me/en/articles/10561669-firm-only-internal-files.md)
- [File Access Breakdown](https://support.liscio.me/en/articles/10561674-file-access-breakdown.md)
- [File Names Not Accepted](https://support.liscio.me/en/articles/10561675-file-names-not-accepted.md)
- [Liscio Vault](https://support.liscio.me/en/articles/10561683-liscio-vault.md)
- [Sharing Multiple Files](https://support.liscio.me/en/articles/10561895-sharing-multiple-files.md)
- [Accepted File Size & Type](https://support.liscio.me/en/articles/10561896-accepted-file-size-type.md)
- [Sharing Firm Only Files in Bulk](https://support.liscio.me/en/articles/10561901-sharing-firm-only-files-in-bulk.md)
- [Tracking File History in Liscio](https://support.liscio.me/en/articles/10561904-tracking-file-history-in-liscio.md)
- [Sharing Files](https://support.liscio.me/en/articles/10561905-sharing-files.md)
- [Adjusting a File's Associated Account](https://support.liscio.me/en/articles/10561909-adjusting-a-file-s-associated-account.md)
- [File Annotations in Liscio](https://support.liscio.me/en/articles/14060839-file-annotations-in-liscio.md)

## Notes

- [Creating a Note](https://support.liscio.me/en/articles/10566502-creating-a-note.md)
- [Removing an Attachment from a Note](https://support.liscio.me/en/articles/10566504-removing-an-attachment-from-a-note.md)

## Liscio Mobile Apps

- [Multi-Firm Login](https://support.liscio.me/en/articles/10566651-multi-firm-login.md)
- [Archiving Messages on Mobile App](https://support.liscio.me/en/articles/10566652-archiving-messages-on-mobile-app.md)
- [Managing Tasks in FirmDash](https://support.liscio.me/en/articles/10566654-managing-tasks-in-firmdash.md)
- [Creating Tasks in FirmDash](https://support.liscio.me/en/articles/10566655-creating-tasks-in-firmdash.md)
- [Downloading a File in FirmDash \(Android\)](https://support.liscio.me/en/articles/10566656-downloading-a-file-in-firmdash-android.md)
- [Downloading a File in FirmDash \(iPhone\)](https://support.liscio.me/en/articles/10566658-downloading-a-file-in-firmdash-iphone.md)
- [Sending a Message in FirmDash](https://support.liscio.me/en/articles/10566663-sending-a-message-in-firmdash.md)
- [Messaging in FirmDash](https://support.liscio.me/en/articles/10566664-messaging-in-firmdash.md)
- [Account and Contact Overview in FirmDash](https://support.liscio.me/en/articles/10566667-account-and-contact-overview-in-firmdash.md)
- [Managing Files in FirmDash](https://support.liscio.me/en/articles/10566668-managing-files-in-firmdash.md)
- [Downloading FirmDash](https://support.liscio.me/en/articles/10566672-downloading-firmdash.md)
- [FirmDash Overview](https://support.liscio.me/en/articles/10566674-firmdash-overview.md)
- [How clients Attach a Document to a Message \(Mobile\)](https://support.liscio.me/en/articles/10574325-how-clients-attach-a-document-to-a-message-mobile.md)
- [Liscio Mobile App for Clients](https://support.liscio.me/en/articles/10574350-liscio-mobile-app-for-clients.md)

## Profile

- [Out of Office Away Status](https://support.liscio.me/en/articles/10564534-out-of-office-away-status.md)
- [Security Settings: Device Logins](https://support.liscio.me/en/articles/10564538-security-settings-device-logins.md)
- [Adding or Changing Your Profile Picture](https://support.liscio.me/en/articles/10564540-adding-or-changing-your-profile-picture.md)
- [Editing Profile Information](https://support.liscio.me/en/articles/10564541-editing-profile-information.md)
- [Resetting Your Password](https://support.liscio.me/en/articles/10564542-resetting-your-password.md)

## Admin Settings

- [Text Log](https://support.liscio.me/en/articles/10564537-text-log.md)
- [Log Me In As](https://support.liscio.me/en/articles/10564539-log-me-in-as.md)
- [Granting Signing Authority](https://support.liscio.me/en/articles/10564543-granting-signing-authority.md)
- [Deactivating Employee Users](https://support.liscio.me/en/articles/10564546-deactivating-employee-users.md)
- [Editing Employee Info](https://support.liscio.me/en/articles/10564548-editing-employee-info.md)
- [Employee Roles](https://support.liscio.me/en/articles/10564549-employee-roles.md)
- [Monitoring Employee Activity in Liscio](https://support.liscio.me/en/articles/10564550-monitoring-employee-activity-in-liscio.md)
- [Trusted Domains](https://support.liscio.me/en/articles/10564551-trusted-domains.md)

## Multi-Factor Authentication

- [Enabling Multi-Factor Authentication](https://support.liscio.me/en/articles/10566508-enabling-multi-factor-authentication.md)
- [Multi-Factor Authentication Overview](https://support.liscio.me/en/articles/10566512-multi-factor-authentication-overview.md)
- [What Is a One Time Recovery Code?](https://support.liscio.me/en/articles/10566514-what-is-a-one-time-recovery-code.md)
- [Disabling or Resetting Multi-Factor Authentication](https://support.liscio.me/en/articles/10566515-disabling-or-resetting-multi-factor-authentication.md)
- [Logging Into Liscio with Multi-Factor Authentication](https://support.liscio.me/en/articles/10574367-logging-into-liscio-with-multi-factor-authentication.md)

## Data Export Instructions

- [New Customers: Exporting your Client List for Import Into Liscio](https://support.liscio.me/en/articles/10556724-new-customers-exporting-your-client-list-for-import-into-liscio.md)
- [UltraTax Export](https://support.liscio.me/en/articles/10556728-ultratax-export.md)
- [Practice CS Export](https://support.liscio.me/en/articles/10556730-practice-cs-export.md)
- [Lacerte Export](https://support.liscio.me/en/articles/10556736-lacerte-export.md)
- [Drake Export](https://support.liscio.me/en/articles/10556769-drake-export.md)
- [Intuit ProSeries Export](https://support.liscio.me/en/articles/10556773-intuit-proseries-export.md)
- [CCH DataScan Plus Export](https://support.liscio.me/en/articles/10556775-cch-datascan-plus-export.md)
- [Karbon Export](https://support.liscio.me/en/articles/10556782-karbon-export.md)
- [QBO \(QuickBooks Online\) Export](https://support.liscio.me/en/articles/10556788-qbo-quickbooks-online-export.md)
- [QuickBooks Desktop Export](https://support.liscio.me/en/articles/10556791-quickbooks-desktop-export.md)

## FAQs

- [Resolving the 403 Forbidden Error](https://support.liscio.me/en/articles/10574181-resolving-the-403-forbidden-error.md)
- [Switching between Multiple Liscio Accounts](https://support.liscio.me/en/articles/10574183-switching-between-multiple-liscio-accounts.md)
- [Troubleshooting Browser Loading Speeds](https://support.liscio.me/en/articles/10574185-troubleshooting-browser-loading-speeds.md)
- [Bulk Actions](https://support.liscio.me/en/articles/10574191-bulk-actions.md)
- [Create a Task Based on a File that is Already Uploaded](https://support.liscio.me/en/articles/10574196-create-a-task-based-on-a-file-that-is-already-uploaded.md)
- [Client Notifications](https://support.liscio.me/en/articles/10574197-client-notifications.md)
- [Notify Via Text](https://support.liscio.me/en/articles/10574198-notify-via-text.md)
- [Mark Notifications as Read](https://support.liscio.me/en/articles/10574201-mark-notifications-as-read.md)
- [Magic Links](https://support.liscio.me/en/articles/10574202-magic-links.md)
- [Adding a Virtual Meeting to Your Google or Outlook Calendar \(Zapier\)](https://support.liscio.me/en/articles/10574205-adding-a-virtual-meeting-to-your-google-or-outlook-calendar-zapier.md)
- [Adding Additional Engagement/Consent to Release Letters](https://support.liscio.me/en/articles/10574211-adding-additional-engagement-consent-to-release-letters.md)
- [Adding Liscio to Your Safe Senders List](https://support.liscio.me/en/articles/10574214-adding-liscio-to-your-safe-senders-list.md)
- [Viewing Notifications](https://support.liscio.me/en/articles/10574215-viewing-notifications.md)
- [Logging-In with Google and Office 365](https://support.liscio.me/en/articles/10574251-logging-in-with-google-and-office-365.md)
- [How long does an account lockout last and how can it be resolved?](https://support.liscio.me/en/articles/12430271-how-long-does-an-account-lockout-last-and-how-can-it-be-resolved.md)
- [Troubleshooting Login, Invitation, and Activation Issues](https://support.liscio.me/en/articles/13943616-troubleshooting-login-invitation-and-activation-issues.md)
- [Folders in Liscio - FAQs](https://support.liscio.me/en/articles/15704769-folders-in-liscio-faqs.md): An overview of Liscio's in-development Folders feature: how files are organized by service type and auto-sorted by file intelligence, plus answers to common questions.

## Two-Way Business Texting

- [Implementing a Privacy Policy for SMS Texting](https://support.liscio.me/en/articles/10566523-implementing-a-privacy-policy-for-sms-texting.md)
- [SMS: Two-Way Business Texting In Liscio](https://support.liscio.me/en/articles/10566529-sms-two-way-business-texting-in-liscio.md): How it Works and FAQs
- [Implementing Terms & Conditions for SMS Texting](https://support.liscio.me/en/articles/10566516-implementing-terms-conditions-for-sms-texting.md)
- [SMS: Assigning Lines to Employees](https://support.liscio.me/en/articles/10566528-sms-assigning-lines-to-employees.md)
- [Admin SMS Page](https://support.liscio.me/en/articles/10566518-admin-sms-page.md)
- [SMS: Client Opt-In, Opt-Out, and Help](https://support.liscio.me/en/articles/10566527-sms-client-opt-in-opt-out-and-help.md)
- [SMS: Using Two-Way Texting](https://support.liscio.me/en/articles/10566531-sms-using-two-way-texting.md)
- [Informing Clients of Changes to SMS Communication](https://support.liscio.me/en/articles/10566520-informing-clients-of-changes-to-sms-communication.md)