Bulk Actions
Bulk Actions allow you to work faster!
Bulk Actions can be found on the left-hand navigation under Files. They include:
Note: Most Bulk Actions have a maximum of 100 recipients. eDocs have a maximum of 50 recipients.
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How to Send Bulk Get a Signature Tasks
1. Click Bulk Actions on the left side of the screen. 2. Click Get Signature. 3. Filter by Entity, Relationship, Account Owner, or search by Account name. 4. Check the boxes next to Contacts that will be sent a letter. 5. Click Next Step. 6. Select a ...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 ...Sending Bulk Invites
Note: Bulk Invites have a limit of 100 contacts at a time Click Bulk Actions on the left-hand navigation. Click Invite to Liscio. Click Search to produce a list of all clients or filter by clicking Select Entity and/or Select Status. Click the ...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 ...