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

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
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