Mobile App
How to Attach Files to a Task (Mobile)
Tap into the Task. Tap on the paperclip icon in the upper-right corner. Select where you want to find the photo, From Photos (gallery), Import File from..., or Scan Document. After selecting the file(s), name the file(s) and add tags (optional). ...
Mobile 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. You will receive an email notification any ...
Archived Tasks (Mobile)
To access the Archived tasks on the Liscio Mobile App, tap the menu icon (three lines) in the upper-left of the screen. Tap the Tasks tab then tap the Archived tab to view completed tasks.
How to Electronically Sign a Letter in a Task (Mobile App)
1. Tap on the Task. 2. Tap Review & Sign. 3. Read the document. Tap the checkbox next to Agreed to the above Document. 4. Tap Mark Complete. Related video: If Granny Can Do It
How To Attach a Document to a Message (Mobile)
1. Tap the blue plus sign (+) at the bottom of the screen. 2. Select Compose a Message. 3. Tap the To field to add a recipient and Account. 4. Create a Subject. 5. Tap inside the Write a Message... box to begin writing your message. 6. Tap Add ...
How to Follow Links in the Mobile App
To follow an external link in the Mobile App: 1. Open the Message or Task. 2. Tap on the link.
How to Download a File (Android)
Tap on the menu icon (three dots) in the upper-right corner. Tap Files. Tap Firm Uploads at the top of your screen to see files uploaded by your firm. Tap on the file you want to download. Tap the ellipsis (three dots) in the upper-right corner. Tap ...
Multi-Firm Login
1. Open the Mobile App. (Note: If you are logged in, you must log out of your Account to proceed with the following steps.) 2. Enter in your email and password. 3. Tap Sign In. 4. Select the workspace (Liscio Account) you would like to log in to. You ...
How To Edit Account Info (Mobile)
1. Open the Liscio Mobile App. 2. Tap the menu icon (3 lines) in the upper left-hand corner of the screen. 3. Tap Accounts. 4. Tap the arrow to the right of the account you would like to edit. 5. Tap the edit icon in the upper right-hand corner of ...
How To Logout on the Mobile App
1. Tap the menu icon (three lines) in the upper-left corner of the screen. 2. Tap Log Out at the bottom of the screen.
Enable Push Notifications (Mobile App)
iOS: Tap on the Settings icon on your Home Screen. Tap Notifications. Tap Liscio Mobile App. Toggle the Allow Notifications bar to turn on. Android: Tap on the Settings icon. Tap Apps & notifications. Tap See all apps. Scroll to find Liscio Mobile ...
Mobile App Overview
The Liscio Mobile App enables you to upload files and send messages to your firm. The main screen of the Mobile App displays your new inbox messages and new Tasks that need action from you. Tap the message preview to view the message or tap See ...
Downloading the Liscio Mobile App
Note: There are two Liscio Mobile Apps, one for firms and one for clients. If you are not a firm user, please ensure you download Liscio PRO, not FirmDash. Android: Go to the Google Play Store. Search for Liscio. The app should be the first on the ...
How to Send a Message (Mobile)
Step-by-Step: Tap the +Message button on the Dashboard, or from the Inbox page click the (+) icon at the bottom of the screen. Select a Recipient and Account in the Message to: box. Create a subject line and compose your message. Click Send. If the ...
How to Upload a File (Mobile)
Step-by-Step: Tap the blue plus icon (+) button at the bottom of the Home page. Tap Upload a File. Tap into the To field and select a Recipient (firm employee) you want to send the file to. Select the Account to be associated with the file. Tap Add ...
How to Scan a Document Using the Liscio Mobile App
From the Dashboard, open the Left-Hand Menu and click Upload File. Select Scan Document. Tap the Green circle to take a photo of document. For additional pages, continue to capture with the Green circle. Once complete, click the (X) Pages button in ...