How to Send a Message (Mobile)
Step-by-Step:
- Tap the plus sign (+) icon at the bottom of the screen.
- Tap Compose Message.
- Select a recipient and Account.
- Create a subject line and compose your message.
- Click Send.
- If the recipient responds to you, you will receive a push notification. Click on the notification to go to the Mobile App and respond to the firm employee.
Related article: How To Attach a Document to a Message (Mobile)
Contact Us
Related Articles
Mobile App Overview
The Liscio Mobile App enables you to upload files and send messages to your firm. The main screen of the Mobile App displays your new inbox messages and new Tasks that need action from you. Tap the message preview to view the message or tap See ...How To Attach a Document to a Message (Mobile)
1. Tap the blue plus sign (+) at the bottom of the screen. 2. Select Compose a Message. 3. Tap the To field to add a recipient and Account. 4. Create a Subject. 5. Tap inside the Write a Message... box to begin writing your message. 6. Tap Add ...How to Send a Message (Desktop)
1. Click Add New in the upper-left corner of your screen. 2. Click Message. 3. Click the To field. 4. Click Select a Recipient and click on the employee's name that you want to message. 5. Click Select an Account and click on your account with which ...How to Follow Links in the Mobile App
To follow an external link in the Mobile App: 1. Open the Message or Task. 2. Tap on the link.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 ...