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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 ...
How to Set Up Email Integration (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 ...
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 ...
How to Add a Virtual Meeting to Your Google or Outlook Calendar (Zapier)
After you have created a Virtual Meeting task in Liscio, you can add the event to you Outlook or Google Calendar using Zapier. To Create an Outlook Event: Click Make a Zap. In the Trigger App module, type to search Zoom. Under Trigger Event, select ...