Bulk Actions
Bulk Actions allow you to work faster!
Bulk Actions can be found on the left-hand navigation page under Files. Below is a list of Bulk Action options and they're sorting options to make targeting your client base easier:
- Invite to Liscio
- Entity
- Status
- Send Message
- Entity
- Status
- Relationship
- Account Owner
- Reassign Task Owner
- My Tasks
- Type
- Owner
- Account
- Assigned To
- Invite to Download App
- Entity
- Get Signature
- Entity
- Relationship
- Account Owner
- Send eDocs
- Entity
- Relationship
- Account Owner
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Related Articles
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...How to Bulk Send eDocs
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 ...How to Delete Files in Bulk
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 ...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, Relationship, ...How to Bulk Reassign Task Ownership
If a coworker is out of the office or no longer works for your firm, reassign the Task Owner so nothing falls through the cracks. 1. Click Bulk Actions on the left-hand side of the screen. 2. Click Reassign Task Owner. 3. Filter By My Tasks, Type, ...