How to Upload Files in FirmDash
- Tap the Accounts or Contacts page.
- Search for the specific Account or Contact record.
- Tap the Files tab.
- Tap the blue plus sign (+) at the bottom of your screen.
- Choose Photo Library, Scan Document, or Import file from...
- Rename the file.
- Add Account.
- To add additional files, repeat steps 4-7.
- Add Tag, Year, and/or Month.
- Tap Upload.
Managing Files in FirmDash
To view the Files page: Tap the menu icon (three dots) in the upper-left corner of the screen. Tap Files. Use the toggle bar at the top to filter by Active or Archived Files. Filter files by tapping the filter icon on the right-hand side of the ...
Managing Tasks in FirmDash
FirmDash allows you to manage and track Tasks while on-the-go! To view the Tasks page: Tap the menu icon (three lines) in the upper-left corner of the screen. Tap Tasks. View Open Tasks, Pending Review, and Archived Tasks using the tabs at the top of ...
FirmDash allows you to use Liscio on-the-go! Notifications: Stay up-to-the-minute. You'll receive push notifications every time a Task is updated, and whenever you receive new messages. Messaging: Send messages in real time, helping to minimize ...
Creating Tasks in FirmDash
FirmDash allows you create the following Tasks on-the-go: Request Information, Manage To Go Items, and To Do. See our Tasks Overview to learn more about Task types. To create a Task: Tap the blue plus sign (+)at the bottom of your screen. Select New ...
Messaging in FirmDash
Sometimes urgent business can’t wait until you’re back at your desk. Sending messages in real time minimizes response times and gets you and your clients communicating at the speed of a live conversation. You can view your entire Inbox in FirmDash: ...