*Warning* Do NOT add the support team as your Adobe Admin.
Click the ellipses (three dots) in the lower-left corner, then click Admin, and then Integrations.
Click Create Adobe Account.
Select the employee with the email address for the connection. Learn how to set up an Adobe account with an email alias here.
Click "Create User"
Note:If you see the error "USER_EXISTING" or "INVALID_ACCOUNT," this email has been registered with a previous Adobe Account and cannot be used for the connection.
You will receive two emails from Adobe. Click the email titled Your Adobe Sign Account.
Create a password to use with this Account.
Navigate back to Liscio.
You will be sent to the Adobe sign in page. Sign in.
Adobe will prompt you with an ALLOW ACCESS button.
Once you click it, you will be returned to Liscio and the account will show as CONNECTED.
After this set up is complete, navigate to the Contacts page, locate the Adobe Admin Contact you just created, and archive the Contact. This will not impact your Adobe integration, but will ensure that users do not try to message or assign anything to this Contact.
Note: If at any time you'd like to change the Adobe Admin, please contact Support. Please DO NOT deactivate or change the email address on the Adobe account, this will cause issues with your integration.
How to Purchase Additional eDocs:
To purchase a bundle of signatures, please contact us email@example.com or 765-566-7127.
1. Click +Add New. 2. Click eDoc. 3. Choose the Recipient(s) and click OK. Click back in the To field to add additional recipients. Note: eDocs can have multiple signers. This only counts as one document. 4. Choose to have a Signing Order or ...
You can send eDocs to 50 clients at a time. Please contact Liscio Support to purchase e-Signature and KBA bundles. Note: Fields cannot be prefilled by the sender when bulk sending eDocs. Follow the steps below: 1. Click Bulk Actions on the left-hand ...
There are two ways to track eDocs after they have been sent. On the eDocs page: 1. Click EDOCS on the left-hand navigation. 2. Notice the status tabs at the top: In Progress (sent to signers) Completed (signed) Cancelled Draft (Pro-Tip: Deleting a ...
Attached are three eDoc example templates in both PDF and Word format: General Tax Questionnaire 2020 Questionnaire ACH Authorization Form The questionnaires are hardcoded. This means the fillable fields will populate when uploaded as an eDoc ...
Setup Items Please use data export instructions listed under "Data Export: Step 1". If these instructions are not used to export your data, complications may occur during the import resulting in errors. Data Disclaimers: Do not send data files via ...