Replying to an Email with a Liscio Message
Respond to emails with a secure Liscio message to maintain secure communication. Responding to an email with a secure Liscio message also gently reinforces Liscio is your preferred communication channel and encourages client to utilize Liscio messaging for future interactions.
To reply to an email with a Liscio Message:
- Click the Reply with Liscio Message icon:
- You can access this feature by hovering over the unopened email to make the icons appear. You can also access this feature by opening the email and using the icons that reside in the upper-right corner of the opened email message.
- Choose your message recipient(s).*
- Choose the related account(s).*
- Select Notify Via Text, should you wish.
- The message and contents of the email will already be in the Description Box. Add your own message and contents above the original email message.
- Add attachments, if applicable.
- Click Send ►.
- The message will be sent to your recipients and can be accessed by logging into their Liscio account.
*Our Email Integration also has the added function of Quick Adding a Contact and Account to easily turn any email sender into a client in Liscio. See those instructions here.
Contact Us
Related Articles
Message Template Examples for Bulk Messages
We have several bulk send message templates (found below) based on Contact Status: Active Users Tax Deadline Reminder Engagement Letter Reminder Would you like the option to eSign? New Users Welcome to Liscio! Invited Users Reminder: Set up your ...How to Reply to a Message
Click the Inbox on the left side of the screen. Click on the message you want to reply to. Click on the Reply box. Compose your reply. Click Send. Note: You don't need to type the recipient's name in the To field again, but if you would like to add ...Email Integration FAQs
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...Inbox Overview
On the home page, the Inbox section displays the most recent messages from your firm. To create a message from here, click +Add New in the upper-left corner, then click Message. Click See All Inbox Messages to display all messages, or click the Inbox ...Liscio's Rollout Email Signatures
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 ...