Click Bulk Actions on the left-hand navigation. Click Invite to Liscio. Use the Select Entity and/or Select Status filters to product a specific list of clients. Click the checkbox next to Contact Name if you'd like to select all users on the first ...
Important Notes Before Printing Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such ...
What is Timeline? Timeline is the central place where all of your client interactions come together, offering you a level of clarity, organization, and efficiency that we believe will change the way you work with clients. How does Timeline work? ...
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 ...
Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts. Click Bulk Actions on the left-hand side of the screen. Click Invite to Download App. Click Select Entity and choose the entities that you'll be ...