Inbox, Tasks, Files, & Notes
How to Delete Files From a Task
Note: Only employees of the firm providing the use of Liscio can delete files. Clients/end-users do not have the ability to delete files. Click the Task to view the contents. Click the 'X' to the right of Preview. Click Yes to Proceed. Note: Files ...
How to Download All Attachments in a Task
Click on the Task to open it. Click on the ellipsis (three dots) in the upper-right corner. Click Download All Attachments.
Editing a Get a Signature Task After It Is Sent
After sending out a Get a Signature task, you can make changes to the document until the client signs it. Click on the Task Click on the ellipsis (three dots) in the upper-right corner Click Edit Task Click the expansion box in the upper right ...
Editing Signed Letter Documents
When an Engagement Letter or Consent to Release Letter is signed by a client, it automatically saves to the Contact and Account File section. After the letter is signed and the Task is marked complete by the client, the Task Owner will receive a ...
How to Create a Request Information Task
Request Information is an open-ended task that allows you to collect information from your clients (photo of a drivers license, etc.). To create a Request Information Task: 1. Click the +Add New at the upper-left hand side of your screen. 2. Click ...
How to Print a File from Liscio
Note: Browsers vary by PDF viewers, but the process is similar across the various PDF viewers. 1. Navigate to a file. 2. Click on the file to open it. 3. Hover over the top of the file to show the toolbar. 4. Find and click the printer icon. 5. The ...
How to Bulk Reassign Task Ownership
If a coworker is out of the office or no longer works for your firm, reassign the Task Owner so nothing falls through the cracks. 1. Click Bulk Actions on the left-hand side of the screen. 2. Click Reassign Task Owner. 3. Filter By My Tasks, Type, ...
How to Bulk Archive Tasks
Click on the Tasks page on the left-hand side of the screen. Select the tasks: To select all: Click the checkbox next to Task name. To select specific tasks: Click the checkbox next to a specific task. Click Archive in the upper-right corner of the ...
How to Filter Tasks
Task filters will help locate specific tasks on your Tasks page. To apply the filters: 1. Click on the Tasks page on the left-hand side of the screen. 2. Click on a filter to display the filter options. 3. Click on a filter option to display tasks ...
Tasks Overview
Tasks make tracking action items easy with auto-reminders and task summaries. There are six types of tasks: Get a Signature: Gain signatures on engagement letters and consent to release letters. Manage To Go Items: Track when documents are sent out ...
How to Delete a Message
Note: You can only delete a message if you created the message. Otherwise, you may archive the thread. Click Inbox on the left-hand side of the screen. Click into the Message you'd like to delete. Click the trash can icon next to the message. ...
Customize Your Tags
Tags are used when uploading and organizing files. A Tag is necessary to identify and label a document. You can filter by Tags in your Files page to quickly find what you need. There are 29 default tags: 1099 941 1099-Misc Accounting Agreement Audit ...
How to Unarchive a Message
Click Inbox on the left-hand side of the screen. Click the Archived tab. Click on the message you want to reopen. Type a message in the Reply box. Click Send. The message will move back to Inbox once the recipient has replied to your message. ...
Viewing Sent Messages
Click on Inbox on the left-hand navigation (or click See All Inbox Messages on your dashboard). Click on the Sent tab at the top of your page.
How to Bulk Archive Messages
Click Inbox on the left-hand side of the screen. Select the messages. To select all messages on the page: click the checkbox next to 'Recipients'. To select specific messages: click the checkbox next to specific messages. Click Archive in the ...
How to Tie a New Message to an Account
If a message thread includes a recipient who has not been tied to an Account, tying the message to their Account will ensure the message is accessible from both the Contact and Account levels. Click into the message. Click the Reply box. ...
How to Forward a Message
In Liscio, you can forward the entire message thread to a coworker or to a client. Click on the Inbox page on the left-hand side of the screen. Click on a message. Click the Reply field Click the Additional field. Add a recipient and Account. Type ...
How to Search for a Message
Messages in the Inbox contain threads in which you are a participant. Messages under an Account or Contact contains all messages the client has exchanged with anyone in the firm. Searching: Use the search bar at the top to search for a specific ...
How to Print a Task
1. Click on the Task to open. 2. Click the ellipsis (three dots) in the upper-right corner. 3. Click Print. 4. Choose a Destination.
How to Download All Attachments in a Message
Open the message. Locate the attachments. Click Download All Attachments. Rename the zip file. Choose where to save the zip file.
How to Archive Files
Click Files on the left-hand side of the screen Click the checkbox next to the files you'd like to archive Scroll to the bottom of the page Click the Archive icon at the bottom of the list Note: Archived files can be found by clicking the Active ...
Files Overview
The Files page on the left-hand side of the screen offers a FirmView of all files uploaded to Liscio. This means that every employee in your firm can view all of the files uploaded by or shared with your Contacts and Accounts. (Exception: Specialist ...
How to View Archived Files
Click Files on the left-hand navigation, or navigate to the Files tab under an Account or Contact. Click the blue Active filter. Click Archived. You will now see all the archived files. Note: Files archived on the firm-side are not archived for the ...
How to Use File Filters
Use the filters at the top of the Files page to quickly narrow down the file section. Here's a breakdown of the filters: All Files: Filter between Firm Uploads, Client Uploads, and Firm Only Files. Sources: Filter between Message, Note (internal), ...
How to Create Recurring Tasks
Click Add New, then click Task, then select the task type. Note: All task types can be made recurring except for Invoice tasks and eDocs. On the right-hand side, click Set Recurring. Set the task to recur weekly, monthly, or yearly. Select an End ...
How to Edit a File Name
Method 1: Hover over the file. Click the Edit icon just to the right of the filename. Change the name. Hit Enter on your keyboard to save. Method 2: Click on the name of the file you'd like to edit. Click the Edit icon in the upper-right corner. ...
How to Upload Files to Multiple Contacts
After uploading a file to a Contact and Account, the file will automatically be stored in the Files page of the Contact, the Account, and the firm. To upload a file via Add File: Click +Add New in the upper-left corner. Click File. In the To field, ...
Sharing an Internal File within Liscio
Internal files are marked with a lock icon. Once the file is shared, the file will no longer be Firm Only (internal). Click on the Files page to locate the internal file you'd like to share. Click the file to open. Click Share on the right-hand side. ...
Firm Only (Internal) Files
Files can be uploaded as Firm Only, giving access to only firm employees and admins. A Firm Only file is indicated with a lock icon to the right of the file name. Manually uploaded files have the option to mark files uploaded as Firm Only. See below. ...
How to Send a Message When Uploading a File
Notify clients of file uploads by adding a message. Click +Add New in the upper-left corner. Click File. In the To field, select Recipient(s) (Contacts) and Account(s). Select a Year and Month if necessary. Select Tag(s). Click on the Message box to ...
File Access Breakdown
To Dos & Notes: Any file attached to a To Do task or Note is for firm viewing only. Clients cannot see these files. Firm Only (internal): Any files marked firm only (indicated by a lock icon next to the file name) can only be seen by firm employees ...
Liscio Vault
Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...
How to Remove Access to a File
Note: Contacts can only be removed from manually uploaded files. Click on the Files page. Click on a file with the source Manual or Multiple. If the file has a source Multiple, click the Manual file. Click the X to the right of the recipient's name ...
How to Share Files in Bulk
Click on the Files page. Check the box to the left of any file you'd like to share. Pro-Tip: Filter by All Files > Firm Only Files to narrow down your search. Scroll to the bottom of the page and click the share icon. In the To field, select the ...
How to Add Additional Contacts to a Message Thread
1. Open the message. 2. Click the Reply box at the bottom. 3. Click the Additional Recipients field. 4.Click Select a Recipient and search for the Contact to add to the message thread. 5. Click Select an Account to choose the related account. 6. ...
How to Share Firm Only Files in Bulk
Click the Files page. Click the All Files filter and select Firm Only Files. 3. Check the box to the left of any files you'd like to share. 4. Scroll to the bottom and click the Share File icon. 5. Click Share. Related articles: Private (Internal) ...
How to Follow a File Audit Trail
When files are uploaded and/or shared, their source (“Manual”, “Task”, “Message”, or “Multiple”) is listed. This allows you to follow the audit trail. Click on the Files page. Click on a file and then click on the source to see where the file was ...
How to Share a File
Click on the Files page. Click to open the file you wish to share. Click +Share on the right-hand side, next to 'Associated With'. Click the To field to add a Contact and an Account. Click OK. Click Share. Related article: How to Share Files in Bulk
Quickly Add New Contacts and Accounts When Uploading a File
When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Click on the To field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email address & click Save. ...
How to Delete Files in Bulk
Only firm employees can delete files. Clients/End-Users do not have the ability to delete files. Note: Deleting a file will remove it from any place it was shared (i.e. message or task). Click the Files page. Check the box to the left of the files ...
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