SmartVault Integration

SmartVault Integration

With the SmartVault Integration you can: 

  1. Connect SmartVault to Liscio
  2. Attach SmartVault files directly to Messages, Tasks, and eDocs in Liscio

How to Connect SmartVault to Liscio: 

      1. Locate your profile on the lower-left corner of your navigation page.
      2. Click Third-party Apps in the upper tabs.
      3. Click Connect in the SmartVault box to authenticate your SmartVault account. Sign in with your SmartVault credentials:

      4. Once you have entered your SmartVault login, a PIN will be generated.  Copy and paste the PIN into the underlying pop-up, along with your email address. 


      5. Click Proceed


How to Attach SmartVault Files: 

  1. Click +Add New and choose Message, Task, or eDoc.
  2. When creating a new Message, Task or eDoc, navigate to Attachments below the description box, where you will see Drop Files to Attach, LiscioVault or Browse.
  3. Click Browse.
  4. In the Upload File pop-up, click OneDrive and then SmartVault to attach your SmartVault files. 

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • Karbon Integration: Set Up

        Before you can set up the Karbon integration in Liscio, Liscio Support will first need to enable Karbon in your Liscio account. Please reach out to have this done. To Set Up the Karbon Integration:  Log in to your Karbon account.  Click Settings on ...
      • Karbon Integration: Troubleshooting

        Troubleshooting Tips for the Lisio-Karbon Integration If you have created a record in Karbon, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not automatically create your Karbon records in ...
      • Google Drive Integration

        With the Google Drive integration you can: Connect Google Drive to Liscio Attach Google Drive files directly to Messages, Tasks, and eDocs in Liscio Note: Google Proprietary file types (i.e. Google Docs, Sheets, Slides, etc.) are not supported at ...
      • Microsoft OneDrive Integration

        With the OneDrive integration you can: Connect Microsoft OneDrive to Liscio Attach OneDrive files directly to Messages, Tasks, and eDocs in Liscio *Download the attached guide at the bottom of the article for more details* How to Connect Microsoft ...
      • Karbon Integration: Delinking/Deleting Records and Disconnecting

        Delinking Liscio and Karbon Records Click the ellipses (three dots) in the lower-left corer, then click Admin, then Integrations. Under the Karbon integration, click View Details. Use the search box to find the record you would like to delink. Hover ...