How to Find a Downloaded File (Mobile)
Note: These steps may differ slightly depending on your phone and carrier.
After downloading a file onto your phone from Liscio, the file will be stored in your Files App. To locate the file by file name, you can go to this App, or search for the file in your phone's lookup.
- Swipe to reveal the search bar on your phone. On iPhones, this is typically done by swiping left on the home screen. On Androids, this typically done by swiping up.
- In the search bar, type in the name of the document.
- Click on the document to view.
How to Download a File (iPhone)
1. Tap on the menu icon (three lines) in the upper-right corner. 2. Tap on Accounts or Contacts (depending on where the file is). 3. Search for the Account or Contact. 4. Tap on the Account or Contact. 5. Swipe to find the Files tab. 6. Tap Files. ...
iPhone: Go to the Apple App Store. Search for FirmDash. The app should be the first on the list. Tap Get. Tap Install. Enter your Apple ID password if required to download. Tap Open to navigate to the sign-in screen. Enter Username and Password and ...
How to Invite Clients to Download the Liscio Mobile App
Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts. 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 ...
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 Download a File (Android)
Tap on the menu icon (three dots) in the upper-right corner. Tap Files. Tap Firm Uploads at the top of your screen to see files uploaded by your firm. Tap on the file you want to download. Tap the ellipsis (three dots) in the upper-right corner. Tap ...