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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 ...
How to Complete a Calendly Meeting Task
To Complete a Calendly Meeting Task: 1. Click into the Meeting task. 2. Click on the Calendly link within the task. 3. Select the date & time for your meeting. 4. Click Confirm. 5. Enter your name, email, and ...
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: From the Dashboard, Drag and Drop the file you want to upload into Liscio, or click Upload File in the upper-left corner to Browse and locate the file. The Firm recipient(s) should populate in the To box. Add additional recipients, if ...
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 ...