Downloading the Liscio Mobile App
Note: There are two Liscio Mobile Apps, one for firms and one for clients. If you are not a firm user, please ensure you download Liscio PRO, not FirmDash. Android: Go to the Google Play Store. Search for Liscio. The app should be the first on the ...
How to Invite Clients to Download the Liscio Mobile App
Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts. Click Bulk Actions on the left-hand side of the screen. Click Invite to Download App. Click Select Entity and choose the entities that you'll be ...
Mobile notifications are the best way to stay up-to-the-minute on all important business. FirmDash sends mobile push notifications every time a Task is updated, and whenever a new message is received in Liscio. To enable push notifications: iOS: Tap ...
How to Download a File (iPhone)
1. Tap on the menu icon (three lines) in the upper-right corner. 2. Tap on Accounts or Contacts (depending on where the file is). 3. Search for the Account or Contact. 4. Tap on the Account or Contact. 5. Swipe to find the Files tab. 6. Tap Files. ...
Managing Files in FirmDash
To view the Files page: Tap the menu icon (three dots) in the upper-left corner of the screen. Tap Files. Use the toggle bar at the top to filter by Active or Archived Files. Filter files by tapping the filter icon on the right-hand side of the ...