Adding an Email into Liscio
You can save an email as a PDF and upload it into Liscio.
To save an email as a PDF:
- Open the email you wish to send through Liscio.
- Open the print menu.
- Print with the destination "Save as PDF".
- Select save location on your computer.
- Attach the file in a message in Liscio.
How to Forward a Message
In Liscio, you can forward the entire message thread to a coworker or to a client. Click on the Inbox page on the left-hand side of the screen. Click on a message. Click the Reply field Click the Additional field. Add a recipient and Account. Type ...
Filtering Liscio Email Notifications for End Users
We do not recommend your clients filter emails from their Liscio Accounts. We want your messages to stay in front of your clients and we know that some clients focus on email throughout the day. If your client does insist on filtering Liscio ...
Liscio's Rollout Email Signatures
As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well. Liscio's Rollout Email ...
Liscio's Rollout Email Templates
As part of your Liscio rollout, clients should be prepped ahead of their invites. A great way of doing this is through an email campaign. Liscio’s Rollout Email Templates (attached below) are meant to relay the benefits of Liscio to your clients and ...
How to Change your Email Address in Liscio - Clients
If you would like to change your email address in Liscio, please contact your firm. End users do not have the ability to change their own email addresses. Once your email has been changed, you will receive two automated emails: one alerting you ...