How to Invite Clients to Download the Liscio Mobile App
- Click Bulk Actions on the left-hand side of the screen.
- Click Invite to Download App.
- Click Select Entity and choose the entities that you'll be inviting.
- Click Search.
- Click the checkbox next to Contact Name if you'd like to select all users on the first page of the list OR Click the checkbox next to specific contacts if you'd like to select specific users.
- Scroll to the bottom of the page.
- Click to the next page if applicable.
- Repeat steps 5 - 7 until you've reached 100 contacts.
- Review the list of invites to be sent. If you need to remove a user from the list of invites, hover over the contact and click the trashcan icon.
- Click Send Invitation.
Preview of email invitation:
Note: If text notifications are enabled, clients will receive the invite via text as well.
Sending Bulk Invites
Note: Bulk Invites have a limit of 100 contacts at a time Click Bulk Actions on the left-hand navigation. Click Invite to Liscio. Click Search to produce a list of all clients or filter by clicking Select Entity and/or Select Status. Click the ...
Downloading the Liscio Mobile App
Note: There are two Liscio Mobile Apps, one for firms and one for clients. If you are not a firm user, please ensure you download Liscio PRO, not FirmDash. Android: Go to the Google Play Store. Search for Liscio. The app should be the first on the ...
How to Invite Contacts
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days. There are three ways to invite Contacts to Liscio: Manually Send Invite: 1. Click 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 ...
Message Template Examples for Bulk Messages
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...