Liscio Training Video

Liscio Training Video

This training video is for Firm employees and administrators.




    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Employee Roles

        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 ...
      • 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 ...
      • How to Deactivate an Employee Record

        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 Corp vs. Your Firm's Liscio Account

        What is Liscio Corp? This is the first Liscio platform you are invited into and asked to sign your agreement with us. You'll continue to use Liscio Corp to message and upload client data/logo files to your Liscio Account Manager.  You can easily know ...