How to e-Sign in Liscio (Desktop)

How to e-Sign in Liscio (Desktop)

Please note that some web browsers may not play well with Adobe - we recommend using Google Chrome or Firefox when electronically signing.

1. Log into Liscio

2. Click on your Task (towards the bottom of the screen) - new tasks will show in bold font. 

3. Once in the Task, click Click here to review and sign...

4. Your eSignature form will now show (if you are being asked to sign in to Adobe Sign, please move to Google Chrome or Firefox). Click the Start arrow to begin filling out the document. 

5. Use the Next arrow to guide yourself through the document. Fill out the fields as needed. 

6. Once you have filled out the fields and have made it to the signature field, click Click here to sign

7. Type your name in as your signature. 

8. Click Apply.

9. Scroll to the very bottom of the document and click Click to Sign

10. The document has now been sent to the firm for review and a signed copy is available in your Liscio Files Section. 

To find the signed copy:

1. Click Files on your left-hand navigation

2. Click on the signed copy at the top of your files list. 

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • How to e-Sign in Liscio (Mobile)

        1. Log into the Liscio Mobile App 2. Tap on your Task (towards the bottom of the screen). New tasks will show in bold font.  3. Once in the Task, tap Click here to review and sign... Or the blue Review & Sign button. 4. Your eSignature form will now ...
      • Desktop Notifications

        Liscio desktop notifications display on your desktop, regardless of whether you are working in Liscio or in another window. When setting up your account, Liscio prompts you to enable desktop notifications. *Image is of Liscio in the Google Chrome ...
      • How to Install & Troubleshoot Liscio Dispatch

        Seamlessly and securely share PDF files without leaving your tax or accounting system to save you and your staff time.  How to Install Liscio Dispatch (PC): How to Install Liscio Dispatch (Mac): ​ General Step-by-Step: 1. Click on your profile in the ...
      • Adobe Sign Limitations

        Typeface (Fonts) Adobe Sign operates with a total of six fonts (Source Sans Pro, Source Serif Pro, Source Code Pro, Roboto, Slabo13px, and Lato). If templates in Liscio are set up using a font outside of Adobe's font list, problems may occur with the ...
      • 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 ...