Adding Additional Engagement/Consent to Release Letters
To add additional Engagement Letters or Consent to Release Letters to your platform, please contact the Customer Success Team at support@liscio.me.
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How to Bulk Send Engagement Letters
You can send engagement letters to 100 clients at a time. Please contact Liscio Support to upload custom templates. Follow the steps below: 1. Click Bulk Actions on the left-hand navigation. 2. Click Get Signature. 3. Filter by Entity, ...Editing an Engagement Letter Before Sending
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