Intro to Liscio Training Video
Welcome our Intro to Liscio Training! Here, you can watch the webinar at any time to learn the basics of Liscio and make the most of its features. We hope this will make it easy for you to refer back to at any time and share with anyone in your firm.
If you have any questions about Liscio as you watch, please reach out to support@liscio.me or your Account Manager. We're here to help!
Contact Us
Related Articles
Liscio's Rollout Email Signatures
As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well. Liscio's Rollout Email ...QuickBooks Integration: Creating New Records
You can create and link new records in QuickBooks or Liscio directly from the Liscio integrations page. In Liscio, only Firm Admins have this ability. Click the ellipses (three dots) in the lower-left corner, then Admin, then Integrations. Under the ...Liscio Dispatch and Liscio For Outlook
Liscio Dispatch and Liscio for Outlook We have made the decision to remove Liscio Dispatch and Liscio for Outlook from the list of Liscio Apps tab in the Profile Settings. Liscio is not actively supporting Liscio Dispatch at this time. As for 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: Click on the + Email Button in the upper ...Your Guide to Starting Liscio
See Attached Implementation Guide