How to Collapse the Liscio Sidebar
Using your mouse, hover over the Liscio Sidebar line and click once.
Sidebar Menu Overview
To navigate throughout the platform, use the left-hand sidebar menu. Click Home to navigate to your Dashboard (home page). Click Add New to send a message to your firm or upload a file. Click the Inbox page to navigate to your inbox. Click the Tasks ...
Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...
Adding an Email into Liscio
You can save an email as a PDF and upload it into Liscio. To save an email as a PDF: Open the email you wish to send through Liscio. Open the print menu. Print with the destination "Save as PDF". Select save location on your computer. Attach the file ...
Liscio Dispatch FAQs
What is Liscio Dispatch? Liscio Dispatch allows you to securely send PDF documents from ANY system in one smooth motion. Simply print or drag-and-drop a file to Liscio Dispatch. Liscio will provide a pop-up window with sharing, tagging, and ...
Liscio for Outlook Troubleshooting
Liscio for Outlook Troubleshooting 1. If you are on the Outlook Desktop App using terminal server / hosting environments and having issues, please contact Liscio Support. Note: The integration works best with modern technology. Please use Outlook ...