FAQs
Troubleshoot Browser Loading Speeds
If you encounter loading issues with Liscio in your browser, these steps often resolve the problem. Here are the recommended troubleshooting methods: 1) Refresh your Browser Refreshing the page that you're on will usually fix most loading issues in ...
Troubleshooting PDF Viewing issues
If you can't view a PDF file in Liscio, it's (almost) always a browser setting that needs changing. Here's how you can troubleshoot the issue according to your browser. Google Chrome 1. Click on the three dots on the upper-right corner and go to ...
How to Update Mac and Safari
Apple frequently releases new software updates for macOS. When a Mac needs to be updated, its apps do as well. This includes Safari. For the best experience, it's best to keep your Mac up to date. If you begin to experience blank pages when ...
Troubleshooting Liscio Connectivity
Note: This is a technical article meant for the IT personnel or anyone responsible for IT troubleshooting in your firm. If you're here, it means your firm is having trouble connecting to Liscio. There are a few reasons as well as fixes for that. Go ...
How to Add a Virtual Meeting to Your Google or Outlook Calendar (Zapier)
After you have created a Virtual Meeting task in Liscio, you can add the event to you Outlook or Google Calendar using Zapier. To Create an Outlook Event: Click Make a Zap. In the Trigger App module, type to search Zoom. Under Trigger Event, select ...
How to Fix a 403 Forbidden Error
The 403 Forbidden Error means you are trying to access Liscio from outside the United States. For security, Liscio is only accessible from outside the US when using a VPN (virtual private network). The security environment has changed. When traveling ...
How to Install the Opera Browser (VPN)
Follow this link to download the Opera browser: https://www.opera.com/features/free-vpn Click Download Now. Open the file. Click Install. The Opera browser should open after installation is complete. Click on the settings icon in the upper-right. ...
How to Switch between Multiple Liscio URLs
Use the Liscio Entity Switcher to seamlessly switch between multiple Liscio URLs. If you have access to Liscio through multiple URLs (i.e. corp.liscio.me and your business URL), the Entity Switcher allows you to toggle between them. Your email ...
Trouble Previewing PDFs in Liscio
Follow these steps if you are having difficulty previewing PDFs in Liscio. Firefox: Click Settings. Search PDF in the search bar. Under Applications, locate Portable Document Format (PDF). Using the dropdown under the related Action, make sure it's ...
Filtering Liscio Email Notifications for End Users
We do not recommend your clients filter emails from their Liscio Accounts. We want your messages to stay in front of your clients and we know that some clients focus on email throughout the day. If your client does insist on filtering Liscio ...
Bulk Actions
Bulk Actions allow you to work faster! Bulk Actions can be found on the left-hand navigation page under Files. Below is a list of Bulk Action options and they're sorting options to make targeting your client base easier: Invite to Liscio Entity ...
Mark Notifications as Read
1. Click on the Notification bell on the left-hand navigation. 2. At the top of the preview box, click MARK ALL AS READ.
Expired Invite
Liscio invite emails are active for 7 days. After that time, a new invite will need to be sent. Learn how to do that here. If your invite says it is expired, but it has not been 7 days, please make sure to copy and paste the entire link. If the ...
Troubleshooting Log In with Clients
Liscio Invitation Is the client looking at the most recent email? What browser is the client using? (ex. Chrome, Firefox, Internet Explorer, etc.) We highly recommend using Chrome. Did the client copy/select the full link? (triple-clicking to ...
How To Create a Task Based on a File that is Already Uploaded
1. Navigate to the uploaded file. 2. Click the title of the file to open a file preview. 3. Click the Copy link button in the upper right-hand corner. Note: You have now copied a direct link to the file. 4. Create the appropriate task and paste the ...
Client Side Notifications
Email Notifications Email notifications cannot be turned off for clients. Note: Learn about our task summary email notifications here. Push Notifications If clients have the Liscio Mobile App, they will receive mobile push notifications for new ...
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 Send Videos & Links
Sending Videos: 1. Upload the video to Google Drive. 2. Right-click the video file and click Get shareable link. 3. Paste the Google Drive link in a message in Liscio. OR 1. Upload the video to YouTube. 2. Set the privacy as "only users with the link ...
How to Notify Via Text
Text notifications can be sent for invites into Liscio and for the initial message in a thread (but not subsequent replies to the thread). They can be useful for important messages, such as notifying that a tax return is ready, or for getting a hold ...
Send Magic Link
The Send Magic Link button sends a link to your email. The link allows you to sign in without inputting your password. This expires within 24 hours and can only be used once. To send this link: Click Forgot your password? Enter your email and click ...
Does Liscio Generate Reports?
Users can pull two reports from Liscio: a Contacts Report and an Accounts Report. Please see these articles to learn how: How to Download a Contacts Report, How to Download an Accounts Report Liscio currently does not have the functionality for ...
Adding Additional Engagement/Consent to Release Letters
To add additional Engagement Letters or Consent to Release Letters to your platform, please contact the Customer Success Team at support@liscio.me.
How to Add Liscio to Your Safe Senders List
If you are not receiving emails from Liscio or you are finding Liscio emails in your Spam or Junk mail, please add Liscio to your Safe Senders list. Whitelist "donotreply@liscio.me" to make sure Liscio emails go to your inbox. If you still have ...
Viewing Notifications
View all unread and read notifications to stay on top of incoming information. The Notifications center includes notifications for all Messages, Alerts, and Tasks.Click Notifications. Click View All Notifications. Use the filter to search through ...
Site Not Found Troubleshooting
If you receive this page when trying to access Liscio, please follow these steps: Windows instructions Mac instructions Android instructions iOS instructions If you need assistance, please contact support@liscio.me.