Microsoft OneDrive Integration

Microsoft OneDrive Integration

With the OneDrive integration you can:

  1. Connect Microsoft OneDrive to Liscio
  2. Attach OneDrive files directly to Messages, Tasks, and eDocs in Liscio

*Download the attached guide at the bottom of the article for more details*

How to Connect Microsoft OneDrive to Liscio:

1. Locate your profile on the lower-left corner of your navigation page.

2. Click 
Third-party Apps in the upper tabs.

3. Click Connect in the OneDrive box to authenticate your OneDrive account.

How to Attach OneDrive Files:

1. Click +Add New and choose Message, Task, or eDoc.
2. When creating a new Message, Task or eDoc, navigate to Attachments below the description box, where you will see Drop Files to Attach, LiscioVault or Browse.

3. Click Browse to find OneDrive.

    Contact Us

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

      • Related Articles

      • Karbon Integration: Set Up

        Before you can set up the Karbon integration in Liscio, Liscio Support will first need to enable Karbon in your Liscio account. Please reach out to to have this done.   Caution  - Do not sync Karbon before we have your client data ...
      • Karbon Integration: Troubleshooting

        Troubleshooting Tips for the Lisio-Karbon Integration If you have created a record in Karbon, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not automatically create your Karbon records in ...
      • Google Drive Integration

        With the Google Drive integration you can: Connect Google Drive to Liscio Attach Google Drive files directly to Messages, Tasks, and eDocs in Liscio Note: Google Proprietary file types (i.e. Google Docs, Sheets, Slides, etc.) are not supported at ...
      • 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 ...
      • SmartVault Integration

        With the SmartVault Integration you can:  Connect SmartVault to Liscio Attach SmartVault files directly to Messages, Tasks, and eDocs in Liscio How to Connect SmartVault to Liscio:        1. Locate your profile on the lower-left corner of your ...