Getting Started
Monitoring Employee Activity on the Admin Users Page
As a firm administrator in Liscio, you can monitor your team's actions to ensure compliance with security policies and proper feature usage. The Admin → Users page offers key insights into which employees have Multi-Factor Authentication, Outlook or ...
Onboarding your Clients with Success
Trusted Domains
Liscio empowers Firm Admins to manage which domains their firm can connect to Third Party Apps. This feature helps prevent unauthorized connections by allowing only approved domains. Setting Up Trusted Domains Accessing Preferences From the ...
Custom Branding
Show Off Your Brand On Any Device Your firm deserves to look the best and your clients deserve the best experience. Present a consistent brand identity through the entire web experience across every device. What's Included: Getting Started Simply ...
How to Test the Organizer Feature
Interested to see how the organizer feature works, but not ready to send an organizer to a client? You're in the right place! Before you import anything, create a test Contact and Account with a spare email address that you can login with. While ...
How to Handle Liscio Loading Issues (Desktop)
If you're experiencing any loading issues with the browser version of Liscio, there are a few steps that can typically have a positive impact on those issues. Here are some commonly used troubleshooting steps that we'd recommend. 1) Refresh your ...
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 ...
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 See Your eDoc and KBA Balances
Note: Only Firm Admins are able to see a Firm's eDoc and KBA balances. To see your eDoc and KBA balance: Click on the ellipses (three dots). Hover over Admin. Click Integrations. The Adobe Integration box will contain the eDoc (shown as "eSign") and ...
Liscio Support Hours of Operation
Liscio's Support Team is available for both firms and their clients Monday to Friday between the hours of 8:00am and 8:00pm, Eastern Standard Time. Liscio Support can be reached through the following methods: Email Us! support@liscio.me Call Us: ...
How to Mark a Message as Unread
There are times when you may want to Mark a Message as Unread. There are two ways to do so: From the Dashboard and Inbox page: In the Inbox view on your Dashboard or the Inbox page, hover your cursor over the message you want to mark as unread. Click ...
How to Create a Note from a Message
You may want to create a Note from a message you received or sent to a client. Instead of copying and pasting the information into a new note, you can create one directly from the message. To create a note from an entire Message thread: Click on the ...
How to Create a Task from a Message
You may want to create a Task from a message you received or sent to a client. Instead of copying and pasting the information onto a new task, you can create one directly from the message. To Create a Task from an entire Message Thread: Click on the ...
How to Find your eDoc and KBA Balances
Once a firm has successfully integrated Adobe Sign with Liscio, Firm Admins will be able to see the remaining balance for their eDocs and KBAs. Please follow these instructions: Click the ellipses (three dots) in the lower-left corner, then ...
Liscio eDoc/KBA Pricing & Breakdown
Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement ...
Liscio Corp vs. Your Firm's Liscio Account
What is Liscio Corp? This is the first Liscio platform you are invited into and asked to sign your agreement with us. You'll continue to use Liscio Corp to message and upload client data/logo files to your Liscio Account Manager. You can easily know ...
Firm & Client Adoption Best Practices
Best Practices for Client & Firm Adoption Include: Resending Expired Invites If clients have not accepted the invitation, they will still receive email notifications when you send them something in Liscio. Consider assigning them tasks so they will ...
File Management Best Practices
Best Practices for an File Management Workflows in Liscio may include: Renaming files Removing the ‘Client Upload’ tag Adding appropriate tags Downloading (when necessary) Archiving files when work begins Related Articles: Customize Your Tags | How ...
Task Template Suggestions
Below you will find a variety of templates that you may want to add to your task template library. Copy and paste these just as they are, or edit them to add your personal touch! Task Templates Invoice task Subject Line: Monthly Invoice ...
Rollout Best Practices
Watch the video below to learn best practices for transitioning your clients into Liscio. Rollout Emails: These should be sent to your clients at least a week before they receive their invitations to join Liscio. Check out our Rollout Email ...
Managing Files in FirmDash
To view the Files page: Tap the menu icon (three dots) in the upper-left corner of the screen. Tap Files. Use the toggle bar at the top to filter by Active or Archived Files. Filter files by tapping the filter icon on the right-hand side of the ...
Message Templates
Message Templates will save you time and get your clients the information they need. Firms are supplied with five customizable default templates and have the option to build their own. Message Templates can be used for New Messages, Bulk Messages, ...
Restricted Accounts
Restricted Accounts are accounts that only Firm Admins can access. Any Firm Admin can mark an account restricted. Firm Employees and Specialists will not see the accounts nor will they be able to filter by Restricted Accounts. However, ...
Contact Did Not Receive Invite
Occasionally Liscio Invites will go directly to spam folders due to the email provider's sensitive spam filters. If the contact does not find the invitation, please have the client follow the steps below to get them set up with Liscio: 1. Go to the ...
Sending Invites to All Clients at Once
Click Bulk Actions on the left-hand navigation. Click Invite to Liscio. Use the Select Entity and/or Select Status filters to product a specific list of clients. Click the checkbox next to Contact Name if you'd like to select all users on the first ...
How to Invite Contacts
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days. There are three ways to invite Contacts to Liscio: Manually Send Invite: 1. Click on the ...
Adding Liscio to Your Website
In today's digital age, providing a seamless and professional experience for your clients is crucial. One simple yet effective way to achieve this is by adding Liscio to your website, allowing clients to log in through your branded Liscio login page. ...
How to Set Up and Invite a Test Contact
Your firm and its employees may want to set up test Contacts so you can see the client's view on both the desktop and the Mobile App. You must use a personal email for the primary email when creating a contact. To Create a Contact: Click +Add New at ...
How to Resend an Invite to an Employee
To resend an invite to an employee in Liscio, you must have Admin privileges. Click the Ellipses (three dots) on the bottom left of the screen. Click Admin. Click Users. Click the Employees tab. Locate record(s) that have the red exclamation point on ...
How to Add Employees
Note: To add an employee, you must be a Firm Admin. Click the ellipses (3 dots) in the bottom left corner. Click Admin. Click Users. Click the Employees tab in the top of your screen. Click + Employee. Fill out the employee's First Name, Last ...
Liscio's Client Introduction Email Templates
As part of your Liscio rollout, clients should be prepared in advance of receiving their invitations. One effective method to achieve this is through an email campaign. Provided below are ready-to-send emails optimized for mobile, tablet, and browser ...
Your Guide to Starting Liscio
See Attached Implementation Guide
How to Invite Clients to Download the Liscio Mobile App
Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts. Click Bulk Actions on the left-hand side of the screen. Click Invite to Download App. Click Select Entity and choose the entities that you'll be ...
Checking Client Adoption in Liscio: Activation Status
Checking client adoption in Liscio is very easy. Here are a few ways you can do this: 1. From the Contacts page, you can click on the Active tab at the top - this will show you all of your Active users in Liscio (meaning they have accepted the ...
How to Start or Join a Zoom Meeting
1. Log into Liscio 2. Click on the Virtual Meeting Task 3. Click the Zoom link in the location 4. Click Open Zoom