There are three Employee Roles in Liscio: Firm Administrator Firm Administrators can perform the following: Add employees Edit Employees Archive Employees Grant Signing Authority Assign a Default Message Recipient Use the Log Me In As feature ...
How to Deactivate an Employee
If an employee leaves your firm, you may want to deactivate (archive) their record. Archiving removes the employee from all Client Service Teams, prevents users from messaging the employee, and prevents the employee from accessing Liscio. Only Firm ...
Liscio Dispatch FAQs
What is Liscio Dispatch? Liscio Dispatch allows you to securely send PDF documents from ANY system in one smooth motion. Simply print or drag-and-drop a file to Liscio Dispatch. Liscio will provide a pop-up window with sharing, tagging, and ...
QuickBooks Integration: Creating New Records
You can create and link new records in QuickBooks or Liscio directly from the Liscio integrations page. In Liscio, only Firm Admins have this ability. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the ...
Sending a New Email from Liscio
With the Liscio Email Integration, you can now effortlessly send new emails directly from within Liscio, eliminating the need to switch back and forth between platforms. Learn more here. To Create a New Email: Click on the + Email Button in the upper ...