1. Click on the Accounts page on the left-hand side of the screen. 2. Use the search bar at the top of the list to search for a specific Account. 3. Click the ellipses (three dots) in the top right corner. 4. Click Edit Account. 6. Click ...
1. Create the Contact. Note: Contacts can add their phone numbers and addresses when setting up their Liscio Account. 2. Click on the Accounts tab at the top of your newly created Contact. 3. Click +Account 4. Click New Account 5. Click on ...
Checking client adoption in Liscio is very easy. Here are a few ways you can do this: 1. From the Contacts page, you can click on the Active tab at the top - this will show you all of your Active users in Liscio (meaning they have accepted the ...
There are two ways to track eDocs after they have been sent. On the eDocs page: 1. Click EDOCS on the left-hand navigation. 2. Notice the status tabs at the top: In Progress (sent to signers) Completed (signed) Cancelled Draft (Pro-Tip: Deleting a ...
After a task is created, you can easily track its status on your Tasks page. Liscio's FirmView allows employees to see all of the tasks your firm has created, allowing your team to collaborate and stay informed. Exceptions: Tasks associated ...