Liscio for Outlook
Liscio integrates with Outlook!
With Liscio for Outlook, you can save time by:
- Responding to emails via Liscio.
- Turning an email into a task for your client, yourself, or your team.
- Sending a Zoom meeting invite from an email.
- Creating an internal note.
Download the Liscio for Outlook FAQ attached to the bottom of this article
Disclaimer: The integration works best with modern technology. Please use Outlook 2019 or Microsoft 365. If you are on a 2012 terminal server, you may not be able to integrate.
How to Install and Use Liscio for Outlook:
Troubleshooting
- If you are on the Outlook Desktop App using terminal server / hosting environments and having issues, please contact Liscio Support.
- If you are not seeing the Browse Add-ins button or it is grayed out, please be sure you are logged into your paid Outlook account. Here's how to check:
- Click File in the upper-left corner.
- Under Account Information, check that the email address listed is your paid O365 or Microsoft Exchange account.
Note: The main account should not be IMAP/SMTP - If it is not, click +Add Account to add your paid O365 or Microsoft Exchange account. Then check for the Browse Add-ins button.
Click here for more troubleshooting steps.
Contact Us
Related Articles
Liscio for Outlook Troubleshooting
Liscio for Outlook Troubleshooting 1. If you are on the Outlook Desktop App using terminal server / hosting environments and having issues, please contact Liscio Support. Note: The integration works best with modern technology. Please use Outlook ...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 ...How to Add a Firm Administrator for the Liscio Adobe Integration Without Being Charged for an Additional User
1. Click the ellipses (three dots) in the lower-left corner. 2. Click Admin. 3. Click Users. 4. Click +Employee. 5. For First Name, enter Adobe. 6. For Last Name, enter Admin. 7. For the Email, enter either the Outlook alias you created based on ...How to Add a Virtual Meeting to Your Google or Outlook Calendar (Zapier)
After you have created a Virtual Meeting task in Liscio, you can add the event to you Outlook or Google Calendar using Zapier. To Create an Outlook Event: Click Make a Zap. In the Trigger App module, type to search Zoom. Under Trigger Event, ...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 ...