Sending a New Email from Liscio

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:

  1. Click on the + Email Button in the upper right-hand corner.

  2. Click into the To box to enter the email addresses.

    1. Note: cc’s and bcc’s can be added by clicking the applicable buttons at the right end of the box.

  3. Add a Subject line.

  4. Click into the Description box to write your email message.

  5. Drag and drop files, or click Liscio Vault or Browse to add attachments, if necessary.

  6. Click Send.

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:

  1. Click on an email to open it.

  2. Click the Ellipses (three dots) icon to the right of the email you would like to reply to or forward

  3. Click Reply, Reply All, or Forward, as applicable

  4. Click To box and type in all applicable recipients

    1. Note: cc’s and bcc’s can be added by clicking the applicable buttons in the upper right-hand corner of the To box

  5. Click in the empty space below the To box and type your message

  6. Scroll down and click Send

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