General Functionality
How to Reassign Work in Liscio to Another Employee
You may wish to reassign work in Liscio to another employee in your organization. Here are a few ways to do that! Reassigning Task Ownership: Navigate to the task you want to reassign. In the upper right-hand corner, click the ellipses (three dots). ...
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. ...
SMS: Assigning Lines to Employees
Two-Way Texting will allow your firm to communicate back and forth with your clients via text. A dedicated number is provided that clients can send texts to, and your firm can text your client's cell phone number via this feature. Note that we are ...
SMS - Two-Way Texting: How it Works and FAQs
What is SMS: Two-Way Texting Liscio SMS offers the client convenience and rapid response texting does, but will keep it in Liscio for easier firm-side management and visibility, further strengthening our general communication platform/all in one ...
Bulk Actions
Bulk Actions allow you to work faster! Bulk Actions can be found on the left-hand navigation under Files. They include: Invite to Liscio Send Message Reassign Task Owner Invite to Download App Get Signature Send eDocs Note: Most Bulk Actions have a ...
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 ...
Prospect Stage
To track Accounts that are prospects, change the Account Status from Client to Prospect: The account will now appear in the filter as Prospect. To change the stage of a Prospect, change the stage on the Account level:
'Contact Email Already Exists' Error
If you are creating a contact or an employee in Liscio and receive the error 'Contact Email Already Exists' it is likely there is another Contact in your platform that is assigned to that email. Liscio requires a unique email address for each ...
How to Tell if an Invite Has Been Accepted
There are two ways to tell if a contact has accepted an invite. After the Contact accepts their invite, the record is moved from Invited to Active: 1. Click on the Contacts page on the left-hand side of the screen. 2. Click on the Active tab. 3. Use ...
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 ...
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 ...
Message Transparency
Message Transparency provides a FirmView of all messages sent and received throughout the firm. This allows you to read any message on the Account and Contact level that is tied to a specific account or contact. To see Messages tied to an Account: ...
Log Me In As
The Log Me In As feature allows Firm Admins to log in as any employee in Liscio without needing their username or password. This feature was built to allow complete transparency when an employee is out of the office. What Admins Can See with Log Me ...
How to Reassign Task Ownership
To reassign a task: 1. Navigate to the task you want to reassign. 2. In the upper right-hand corner, click the ellipses (three dots). 3. Click Edit Task. 4. On the right-hand side of the screen is the 'Owner' field. 5. Click the drop down on the ...
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: 1. Click Forgot your password? 2. Enter your email and ...
How to Reset Your Password
If you don't know your password: Navigate to your Liscio login screen. Click Forgot your password? Enter your email associated with your Liscio account. Click Submit. Navigate to your email. Click Reset password. Enter a new password. Click Submit. ...
How to Send Forgot Password Link to Clients
To send a Reset Password Link: 1. Click on the Contacts page on the left-hand side of the screen. 2. Use the search bar at the top of the list to search for a specific Contact. 3. Hover over the Contact to reveal the key icon (Reset Password) on the ...
Desktop Notifications
Liscio desktop notifications display on your desktop, regardless of whether you are working in Liscio or in another window. When setting up your account, Liscio prompts you to enable desktop notifications. *Image is of Liscio in the Google Chrome ...
Default Message Recipient
The Default Message Recipient receives Alerts when clients upload files or make changes to Account information and there is not a Client Service Team Assigned. If there is a Client Service Team assigned, Alerts will be sent to those team members and ...
Client Service Team (CST) Restriction
If a Contact is tied to an Account(s) that has a Client Service Team, their recipient list (when creating a message) will be restricted to only members on their Account's Client Service Team. Here's a quick example: Leslie is tied to Dunder Mifflin. ...
Password Requirements
Minimum of eight (8) characters in length Must contain at least one (1) uppercase letter Must contain at least one (1) lowercase letter Must contain at least one (1) number Must contain at least one (1) of the following special characters: ...
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 ...
Client Service Team (CST)
Assigning employees to specific Accounts as a Client Service Team (CST) member is a great way to help your team manage their responsibilities. The Client Service Team (CST) are the employees who will receive Alerts (found on your Home page and in ...
Sending Adobe PDF Portfolios
An Adobe PDF Portfolio contains multiple files assembled into an integrated PDF unit. This can include text documents, e-mail messages, spreadsheets, CAD drawings, and PowerPoint presentations. The files retain their individual identities but are ...