Recent Articles
How to Reset Multi-Factor Authentication (MFA)
If you're reading this, it means you're stuck on Enter Passcode on the Liscio Login Page and have no way of getting the passcode (Multi-Factor Authentication) for your Google Authenticator App. Before you reset Multi-Factor Authentication, you may ...
Troubleshooting PDF Viewing issues
If you can't view a PDF file in Liscio, it's (almost) always a browser setting that needs changing. Here's how you can troubleshoot the issue according to your browser. Google Chrome 1. Click on the three dots on the upper-right corner and go to ...
How to Update Mac and Safari
Apple frequently releases new software updates for macOS. When a Mac needs to be updated, its apps do as well. This includes Safari. For the best experience, it's best to keep your Mac up to date. If you begin to experience blank pages when ...
Troubleshooting Liscio Connectivity
Note: This is a technical article meant for the IT personnel or anyone responsible for IT troubleshooting in your firm. If you're here, it means your firm is having trouble connecting to Liscio. There are a few reasons as well as fixes for that. Go ...
Liscio's Rollout Email Signatures
As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well. Liscio's Rollout Email ...
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 ...
Setup & Data Guide
Setup Items We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...