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Setting Up Outlook 365 & Gmail Integration
Cut back on all the noise while creating visibility across the firm with the Liscio Email Integration. View and respond to client emails inside Liscio, automatically and manually add client emails to Contacts and Accounts, bridge the adoption gap for ...
How to Use a Gmail Alias for Liscio's e-Signature Integration Setup
To use your Gmail address for Liscio's eSignature integration setup, you can simply add "+liscio" to your email address when setting up the Adobe Admin employee in Liscio. For example, if your email address is john@smithcpa.com, you can simply change ...
Liscio Email Integration (Outlook and Gmail)
Email is meant to aid client adoption, making it easier for you to receive information from the client how they wish to communicate - while having it in a secure platform alongside files, tasks, esignatures and more! Stay Focused We prioritize emails ...
Gmail Export Instructions
Open Gmail Contacts. Select Google apps, then choose Contacts. In the left panel, select More to display additional options. Select Export. To export an entire address book, select Contacts. Select the drop-down arrow to choose a Google Contacts ...
Trusted Domains
Liscio empowers Firm Admins to manage which domains their firm can connect to Third Party Apps. This feature helps prevent unauthorized connections by allowing only approved domains. Setting Up Trusted Domains Accessing Preferences From the ...