How to Bulk Reassign Task Ownership
If a coworker is out of the office or no longer works for your firm, reassign the Task Owner so nothing falls through the cracks.
1. Click Bulk Actions on the left-hand side of the screen.
2. Click Reassign Task Owner.
3. Filter By My Tasks, Type, Owner, Account, or Assigned To to find the Tasks you want to reassign.
4. Click Next Step.
5. Use the dropdown box to the right of Reassign task to new owner: to Select a new owner.
6. Click Reassign Task Owner.
How to Reassign Task Ownership
To reassign a task: 1. Navigate to the task you want to reassign. 2. In the upper right-hand corner, click the ellipses (three dots). 3. Click Edit Task. 4. On the right-hand side of the screen is the 'Owner' field. 5. Click the drop down on the ...
Bulk Actions allow you to work faster! Bulk Actions can be found on the left-hand navigation under Files. They include: Invite to Liscio Send Message Reassign Task Owner Invite to Download App Get Signature Send eDocs Note: Most Bulk Actions have a ...
How to Bulk Send Engagement Letters
You can send engagement letters to 100 clients at a time. Please contact Liscio Support to upload custom templates. Follow the steps below: 1. Click Bulk Actions on the left-hand navigation. 2. Click Get Signature. 3. Filter by Entity, ...
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 ...
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 ...