How to Upload a Template to Liscio's eDoc Library
Note: Adobe Sign does not allow users to edit the text of a document. Adobe Sign only allows users to edit the document using the authoring tools, such as adding a text box or signature field. If edits should be made to the document, please make ...
Task Template Suggestions
Below you will find a variety of templates that you may want to add to your task template library. Copy and paste these just as they are, or edit them to add your personal touch! Task Templates Invoice task Subject Line: Monthly Invoice ...
Message Template Examples for Bulk Messages
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...
How to Send an eDoc With Multiple Signers (8879 with KBA example)
eDocs can be sent to more than one person for signature, for example, a husband and wife. Here's how: 1. Click +Add New. 2. Click eDoc. 3. Click in the To field to add the first recipient. 4. Select a Recipient and an Account. 5. Click OK to add ...
eDoc Authoring Tools
Prefill Recipient Under the Recipients drop-down menu, there is an option to select Prefill. Assigning fields to the Prefill recipient will allow firm users to fill in those fields before sending the document to your clients. This is useful if you ...