How to Edit File Tags
Click on the file name. Click the edit icon in the upper-right corner. Edit the name, tag, month, or year of the file. Click Save Changes. Related article: Editing Signed Letter Documents | Customize Your Tags
File names not accepted
Liscio does not allow certain special characters in file names because other systems do not allow them. If a system doesn't allow them, using the special characters can affect the downloading process. The following are not accepted: Periods ( . ) - ...
Edit Profile Information
1. Click your name in the lower-left corner. 2. Click the Edit Profile in the upper-right corner. 3. Click on any field to edit the information. 5. Click Update.
How to Edit Profile Information
Click your Profile (name) on the bottom left of the screen. Click Edit Profile in the upper-right corner. Items to edit: Profile picture Phone number Name Title Grant Signing Authority (Firm Admins only) Click Update.
How to Edit Employee Info
The following employee info can be edited by Firm Admins only: First, Middle, and Last Name Job Title Email address Phone Number Role Grant Signing Authority Assign the Default Message Recipient Note: Employees have the ability to edit their own ...