Related Articles
Collaborating on Requests
Editing responses on a request lets you answer questions and upload files on behalf of your client. It's ideal for handling responses received outside the request, such as dropped-off files or phone conversations. This avoids duplicate effort for ...
Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...
Requests FAQs
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use custom pre-built templates. ...
Changing the Due Date of a Request
As a firm user, you may have situations where you need to change the due date on a Request that's been sent to a Client, or even another firm user in Liscio. Here's how to do that. From the Dashboard, navigate to the Requests Page. Any Open or ...
Requests Templates
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use the standard templates. ...