Inbox, Tasks, Files, & Notes
How to Print a Message (Firm)
In the Inbox, locate the Message you wish to print. Click on the Message to open. Click the printer icon in the upper-right corner. The Print Preview box will open. Choose your printer, or program you wish to use. Click Print.
Uploading Multiple Files
Click +Add New. Click File. In the To field, select a Recipient and Account. Select a Tag. If desired, also add a Month and Year. Drag & drop multiple files, or click Browse and select multiple files. Click Upload. Note: Files uploaded outside of a ...
How to Send a Calendly Meeting Invite
With the Calendly integration, you can easily send your clients Calendly invites via the Meeting Task. To Connect your Calendly Account to Liscio: Click on your Profile (name) in the bottom left corner of the menu. Click the Third-party Apps tab at ...
Custom Inbox Views
Custom Views allow for greater transparency of messages in your Inbox. You can change your inbox to reflect messages from specific accounts, contacts, and date ranges. This is a great tool for monitoring important accounts or the messages coming to ...
Task, eDoc and Invoice Description Templates
Task, eDoc and Invoice Description Templates will save you time and standardize your client communications. Firms are supplied with a variety of customizable default templates, and have the option to build their own. Templates can be used all in ...
How to Track Tasks
After a task is created, you can easily track its status on your Tasks page. Liscio's FirmView allows employees to see all of the tasks your firm has created, allowing your team to collaborate and stay informed. Exceptions: Tasks associated ...
Find and Replace Tags
The Find and Replace Tags tool is useful for a number of reasons. For example, when a client uploads multiple files and tags them incorrectly. Also, if you want to get rid of a Tag that is currently in use, you must replace the Tag before you can ...
How to Change the Year and Month of Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files whose Year/Month needs to be changed by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add & Remove Tags. Click the Year or ...
How to Remove Tags From Multiple Files at Once
Click the Files page on the left-hand navigation. Select all of the files to which you would like to remove Tags by clicking the checkbox next to the file name. Scroll to the bottom and click the Tag icon. Click Add and Remove Tags. Click the Tags ...
How to Add Tags to Multiple Files at Once
There are two ways to add Tags to multiple files at once in Liscio. For new files: Click +Add New. Click File. Add a Contact and Account. Attach multiple files. Add the file Tags. Click Upload. All of the files that have been uploaded will now have ...
How to Archive a Task
Click on the Task. Click the ellipses (three dots) in the upper-right corner. Click Archive Task. Note: Tasks archived on the firm side will also be archived on the client side. Related article: How to Bulk Archive Tasks | How to ...
File names not accepted
Liscio does not allow certain special characters in file names because other systems do not allow them. If a system doesn't allow them, using the special characters can affect the downloading process. The following are not accepted: Periods ( . ) - ...
Un-Archiving Inbox Messages
There are two ways to pull an archived message back into your field of view. Method 1: Reply to the archived message. This brings it back to the active messages in your Inbox. Method 2: If you do not want to send an new message to a Contact, you ...
Adding Multiple Recipients to a Task
First, let's think about what a Task is. A Task in Liscio can be any request from your firm to a particular client. We have designed Tasks for the purpose of holding the recipient accountable. To do this effectively, we allow a Task to be assigned ...
How to Download a File
Click into a specific Account or Contact. Click the Files tab. Click on the file. Click the download icon in the upper-right of the screen. Save your files to the desired location. Related article: How to Download Multiple Files
How to Archive a Message
Note: Only Messages in your Inbox can be archived. Click on the Inbox page on the left side of the screen. Click into the Message. Click the Archive icon. The message will now be stored in the Archived tab of you Inbox. Related article: How to Bulk ...
How to Create a Task
1. Click +Add New in the upper-left side of your screen. 2. Click Task. 3. Select Task Type. 4. Select the Account. 5. Select the Contact. 6. Select a Due Date (or make it recurring). 7. Select an Owner. 7. Enter a Subject Line. 8. Enter a ...
How to Create a Message
Click +Add New in the upper-left side of your screen. Click Message. Click To field. Select a Recipient (Contact). Select an Account (Note: This will auto-populate if the recipient is associated with one account. If they are associated with multiple ...
How to Create a Note
Notes are an internal storage system found on the Account and Contact level. Clients are not able to view Notes. A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file. Click +Add New in ...
How to Complete a Task
1. Click into the Task. 2. Scroll to the bottom of the screen and click Mark Complete. The Task will be moved to the archive section for you and your client.
How to Edit a Task
Click into the Task you would like to edit. Click the ellipses (three dots) in the upper-right corner of the screen. Click Edit Task. The Due Date and Task Owner can be edited. The Subject, Description, and recurring timing can be edited in all tasks ...
How to Send Bulk Get a Signature Tasks
1. Click Bulk Actions on the left side of the screen. 2. Click Get Signature. 3. Filter by Entity, Relationship, Account Owner, or search by Account name. 4. Check the boxes next to Contacts that will be sent a letter. 5. Click Next Step. 6. Select a ...
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...
How to Add Multiple Message Recipients
Click the +Add New at the top left of your screen. Click Message. Click the To field. Select a Recipient. Select an associated Account. Click OK. After the recipient is added, repeat steps 3 - 6 for each recipient that should be added to the ...
How to Create a Get a Signature Task
1. Click +Add New in the upper-left of your screen. 2. Click Task. 3. Click Get a Signature. 4. Select the Account and Contact. 5. Select Document Type and the Document (Note: To add templates to your document selection, please ...
How to Create an Internal To Do Task
To Dos serve as internal management. They allow you to send Tasks to your coworkers or to yourself. To Dos are internal only. Your clients cannot see them. To create a To Do: 1. Click the +Add New at the upper-left hand side of your screen. 2. ...
How to Reopen an Archived Task
1. Click on the Tasks page on the left side of the screen. 2. Click the Archived tab at the top. 3. Click on the task you want to reopen. 4. Click on the ellipses (three dots) in the upper-right corner. 5. Click Re-open Task. Tasks cannot be reopened ...
How to Create a Manage To Go Items Task
Manage To Go Item is a Task that allows you to inform clients when they need to pick something up or if you are mailing or delivering something to them. There are 3 types of Manage To Go Types: 1. Pickup: Client needs to pick up an item at the firm. ...
How to Reply to a Message
Click the Inbox on the left side of the screen. Click on the message you want to reply to. Click on the Reply box. Compose your reply. Click Send. Note: You don't need to type the recipient's name in the To field again, but if you would like to add ...
How to Send Drafted Messages
1. Click on the Inbox page on the left-hand side of the screen. 2. Click the Drafts tab. 3. Click on a drafted message. 4. Complete the message. 5. Click Send.
How to Delete Files
Note: Files uploaded to the Files tab can be deleted on the Account and Contact level. Only firm users have the ability to delete files. Deleting a file will remove it from Liscio completely. If you would like to keep the file in Liscio, see How to ...
How to Comment on a Task
If a Task is already sent to a client, use the Comments section to remind clients to complete the task, or to add any additional information to the Task. When a new Comment is made by a client on a Task a pink dot will appear next to the Task. To ...
Inbox Overview
The Inbox on the home screen shows the most recent messages in your conversations. Click See All Inbox Messages to display all messages. Click +Message to create a message. View new Alerts by clicking the Alerts tab. You can also click Inbox on the ...
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.
Remove an Attachment from a Note
Notes are internal, so attachments on Notes cannot be seen by the client. If you need to remove an attachment from a Note: Click on the Note. Click the ellipsis (three dots) in the upper-right corner. Click Edit Note. Click the X next to Preview ...
How to Edit File Tags
Click on the file name. Click the edit icon in the upper-right corner. Edit the name, tag, month, or year of the file. Click Save Changes. Related article: Editing Signed Letter Documents | Customize Your Tags
How to Notify Another Employee of a File Upload
Client Service Team Members will receive a notification when a file is uploaded to an Account. Occasionally, this file upload should also be on another employee's radar. Here's a Pro-Tip to solve for this: Click on the message about the file ...
How to Download & Move a File to Your Internal Storage Solution
1. Click on the Accounts or 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 Account or Contact. 3. Click on the Account or Contact record. 4. Click the Files tab. 5. Click the ...
How to Find A Client Uploaded File
Method 1: 1. Click on the Accounts or Contacts page on the left-hand side of the screen. 2. Search for an Account or a Contact record. 3. Click on the Files tab in the upper-right corner. 4. Locate the file you are looking for. 5. Click the title of ...
How to Download Multiple Files (Firm Users)
1. Navigate to the Files page. 2. Click the checkbox next to the files you'd like to download. 3. Scroll to the bottom of the page. 4. Click the download icon. 5. Your files will download as a zip file. Extract your files to view them ...
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