How to Bulk Send eDocs
You can send eDocs to 50 clients at a time. Please contact Liscio Support to purchase e-Signature and KBA bundles. Note: Fields cannot be prefilled by the sender when bulk sending eDocs. Follow the steps below: 1. Click Bulk Actions on the left-hand ...
Bulk Actions allow you to work faster! Bulk Actions can be found on the left-hand navigation under Files. They include: Invite to Liscio Send Message Reassign Task Owner Invite to Download App Get Signature Send eDocs Note: Most Bulk Actions have a ...
How to Invite Clients to Download the Liscio Mobile App
Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts. Click Bulk Actions on the left-hand side of the screen. Click Invite to Download App. Click Select Entity and choose the entities that you'll be ...
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...
How to Send an eDoc
1. Click +Add New. 2. Click eDoc. 3. Choose the Recipient(s) and click OK. Click back in the To field to add additional recipients. Note: eDocs can have multiple signers. This only counts as one document. 4. Choose to have a Signing Order or ...