Bulk Actions

Bulk Actions

Bulk Actions allow you to work faster!

Bulk Actions can be found on the left-hand navigation under Files. They include:
  1. Invite to Liscio
  2. Send Message
  3. Reassign Task Owner
  4. Invite to Download App
  5. Get Signature
  6. Send eDocs
Note: Most Bulk Actions have a maximum of 100 recipients.  eDocs have a maximum of 50 recipients. 

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        Only firm employees can delete files. Clients/End-Users do not have the ability to delete files.  Note: Deleting a file will remove it from any place it was shared (i.e. message or task). Click the Files page. Check the box to the left of the files ...
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        You can send eDocs to 50 clients at a time. Please contact Liscio Support to purchase e-Signature and KBA bundles. Note: Fields cannot be prefilled by the sender when bulk sending eDocs. Follow the steps below:  1. Click Bulk Actions on the left-hand ...