Sending a New Email from Liscio
With the Liscio Email Integration, you can now effortlessly send new emails directly from within Liscio, eliminating the need to switch back and forth between platforms. Learn more here
To Create a New Email:
Click on the + Email Button in the upper right-hand corner.
Click into the To box to enter the email addresses.
Note: cc’s and bcc’s can be added by clicking the applicable buttons at the right end of the box.
Add a Subject line.
Click into the Description box to write your email message.
Drag and drop files, or click Liscio Vault or Browse to add attachments, if necessary.
Pro-Tip: Emails can be manually associated to client Accounts or Contacts in Liscio to ensure their reply can be seen by the other firm users.
To Reply to or Forward Emails:
Click on an email to open it.
Click the Ellipses (three dots) icon to the right of the email you would like to reply to or forward
Click Reply, Reply All, or Forward, as applicable
Click To box and type in all applicable recipients
Note: cc’s and bcc’s can be added by clicking the applicable buttons in the upper right-hand corner of the To box
Click in the empty space below the To box and type your message
Scroll down and click Send
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