Recent Articles
Out of Office Away Status
The Away Status allows firm users to notify others when they are out of the office. When turned on, this global setting is made visible across the Liscio platform. Additionally, if clients or team members send messages, upload files, respond to ...
How to Find your eDoc and KBA Balances
Once a firm has successfully integrated Adobe Sign with Liscio, Firm Admins will be able to see the remaining balance for their eDocs and KBAs. Please follow these instructions: Click the ellipses (three dots) in the lower-left corner, then ...
Liscio eDoc Pricing & Breakdown
Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement ...
Plus Addressing Emails in MS Exchange
Note: You much be a Firm Admin to activate Plus Addressing Emails. You have been able to do this in Gmail and now you can do this in MS Exchange 365. Use the plus sign + to create disposable recipient emails. In the comments below, let us know how ...
Authorizing Recurring Billing
Liscio Billing allows you to authorize recurring billing charges for automatic debits. When a recurring invoice is set up for your account, you will receive an email notification asking for payment authorization. You can authorize using the email ...
Popular Articles
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 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 ...
Setup & Data Guide
Setup Items Please use data export instructions listed under "Data Export: Step 1". If these instructions are not used to export your data, complications may occur during the import resulting in errors. Data Disclaimers: Do not send data files via ...
Liscio Training Video
This training video is for Firm employees and administrators.
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 ...