FirmDash Mobile App
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 Scan a Document with FirmDash
Tap the menu icon in the upper-left corner of the screen. Select the Files page. Tap the blue plus sign (+) at the bottom. In the To field, select a Recipient and Account. Select Add Attachment. Select Scan Document. Tap the white circle to take a ...
Archiving Messages on Mobile App
Note: Only Messages in your Inbox can be archived. Tap on the Inbox tab. Tap on the Message that needs to be archived. Tap on the Archive icon in the upper-right corner of the screen.
Managing Tasks in FirmDash
FirmDash allows you to manage and track Tasks while on-the-go! To view the Tasks page: Tap the menu icon (three lines) in the upper-left corner of the screen. Tap Tasks. View Open Tasks, Pending Review, and Archived Tasks using the tabs at the top of ...
Creating Tasks in FirmDash
FirmDash allows you create the following Tasks on-the-go: Request Information, Manage To Go Items, and To Do. See our Tasks Overview to learn more about Task types. To create a Task: Tap the blue plus sign (+)at the bottom of your screen. Select New ...
How to Download a File (Android)
1. Tap on the menu icon (three lines) in the upper-left corner. 2. Tap on Accounts or Contacts (depending on where the file is). 3. Search for the Account or Contact. 4. Tap on the Account or Contact. 5. Tap Files. 6. Tap on the File you want to ...
How to Download a File (iPhone)
1. Tap on the menu icon (three lines) in the upper-right corner. 2. Tap on Accounts or Contacts (depending on where the file is). 3. Search for the Account or Contact. 4. Tap on the Account or Contact. 5. Swipe to find the Files tab. 6. Tap Files. ...
How to Upload Files in FirmDash
Tap the Accounts or Contacts page. Search for the specific Account or Contact record. Tap the Files tab. Tap the blue plus sign (+) at the bottom of your screen. Choose Photo Library, Scan Document, or Import file from... Rename the file. ...
How to Send a Message in FirmDash
Tap the blue plus sign (+) at the bottom of your screen. Select Compose a Message. Tap the To field to add a recipient and their related Account. Create a Subject. Tap inside the Write a Message... box to begin writing your message. Tap Send in the ...
Messaging in FirmDash
Sometimes urgent business can’t wait until you’re back at your desk. Sending messages in real time minimizes response times and gets you and your clients communicating at the speed of a live conversation. You can view your entire Inbox in FirmDash: ...
Contact Overview in FirmDash
Easily access Contact Profile overviews in FirmDash. The Contacts page shows the status of the client (Not Invited, Invited, Active, Inactive) and allows you to search for a specific record. Each Contact record displays demographic information, ...
Account Overview in FirmDash
Quickly get up to speed on an Account with overviews in FirmDash. From the Accounts page, you can search for specific Accounts. Clicking into an Account will allow you to view the Account Overview, as well as Contacts, Tasks, Messages, and Files. ...
FirmDash Notifications
Mobile notifications are the best way to stay up-to-the-minute on all important business. FirmDash sends mobile push notifications every time a Task is updated, and whenever a new message is received in Liscio. To enable push notifications: iOS: Tap ...
Downloading FirmDash
iPhone: Go to the Apple App Store. Search for FirmDash. The app should be the first on the list. Tap Get. Tap Install. Enter your Apple ID password if required to download. Tap Open to navigate to the sign-in screen. Enter Username and Password and ...
FirmDash Overview
FirmDash allows you to use Liscio on-the-go! Notifications: Stay up-to-the-minute. You'll receive push notifications every time a Task is updated, and whenever you receive new messages. Messaging: Send messages in real time, helping to minimize ...