Dashboard Overview & General Functionality
Client SMS: Opt-In, Opt-Out, and Help
Firms now have the option to send texts from Liscio directly to you, their clients! For firms that take advantage of this feature, it allows them, and you, greater flexibility in communicating. When a firm initiates an SMS conversation with you, you ...
How To Logout of Liscio on Web Browser
1. Click your Name at the bottom of the Left-Hand Menu. 2. Tap Logout in the box that opens.
Security Overview
We are committed to ensuring your secure use of the Liscio platform. Securing your data is foundational to Liscio and leads us to take the following leading-edge security measures: Encryption We use a 256-bit key to encrypt data and files not only in ...
Attachments in Liscio
There are four ways that you can add an attachment in Liscio: Drag and Drop: Open your computer’s file explorer. Select and drag files into Liscio. A picture file converts to a PDF upon attachment, and all other file types are consistent with the ...
Using Task Filters
Task filters will help locate specific tasks on your Tasks page. Task Filters include: Type: Get a Signature, Manage To Go Items, Request Information Owner: The firm employee who is the Task Owner Account: The Account (entity) to which the Task ...
My To Do List Section Overview
The My To Do List section at the bottom of your home screen displays all Tasks and Requests that you are assigned. Tasks When your firm assigns you a Task, it is automatically routed to the My Tasks section to indicate that it needs your attention. ...
Sidebar Menu Overview
To navigate throughout the platform, use the left-hand sidebar menu. Click Home to navigate to your Dashboard (home page). Click Add New to send a message to your firm or upload a file. Click the Inbox page to navigate to your inbox. Click the Tasks ...
How to Zoom In on A Browser
Use zoom to enlarge or shrink everything on a webpage. Chrome: Open Chrome. Click ellipses (three dots) in the upper-right of the screen. Next to Zoom, pick the option you want: -Enlarge: Click -Shrink: Click Firefox: Open Firefox Click the menu ...
How to Clear Cache
Your cache is the part of your hard drive that stores browser files which it may need to use again. The purpose of this is to increase the loading speed when you revisit a site. However, it can also cause some issues, such as site glitches and ...
How to Opt Back Into Text Notifications
When opting out of text notifications, you will receive a message in Liscio with information on how to opt back in. Text "unstop" to 833-243-1800. You will begin receiving text notifications from Liscio again.
How to Opt Out of Text Notifications
If you no longer wish to receive text notifications, you may opt out. You can opt back in at any time. To Opt Out: In the received message of the text notification, text "stop". The number will be blocked and you will no longer receive text ...
Liscio Notifications
Push Notifications If you are logged into your mobile app, you will receive mobile push notifications any time your firm sends you a new message, replies to your message, sends you a new Task, or adds a new comment to a Task. iPhone: Android: Email ...