4 New Features for January 2020! | Liscio

Wishlist fulfillment: bulk send eDocs and more!

We’re ringing in the New Year by delivering 4 of your most frequently requested new features:

  1. Bulk Send eDocs
  2. File Search in Liscio Vault
  3. eDocs Search
  4. Improved Email Notifications

1) Bulk Send eDocs

Liscio helps reduce tax season busywork by allowing you to send eDocs in bulk. Just click Bulk Actions, select Send eDocs, and add up to 50 contacts at a time. 

Here’s a step-by-step walkthrough: 

  1. Click BULK ACTIONS on the left-hand navigation and choose Send eDocs
  2. Filter by Entity Type (example: filter by Individual to send questionnaires to all your 1040 clients)
  3. Click the checkboxes next to the Contacts you’re sending eDocs to
  4. Click Next Step




  5. Enter the Agreement Title and write a brief Description
  6. Click Templates and pick one from your Templates List



  7. Click Next Step
  8. Review your recipient Contacts list (click the trash can icon to remove recipients)
  9. Click Send eDocs

If you haven’t activated eSignature for your account, please contact support@liscio.me. No additional subscription fee — only pay for what you need in buy-more, save-more bundles. Knowledge-based authentication (KBA) is also available.

2) File Search in Liscio Vault

Liscio’s file management system just got even easier to use with the addition of a new search bar. You can now search for your files in Liscio by name.






Here’s a simple way to narrow your results for the shortest path to the file you’re looking for: 

  • filter by Account or Contact first
  • then type a keyword into the search box

The search bar will also appear when attaching files to a message or task from Liscio Vault.





3) eDocs Search

We also added a new search bar just for eDocs with Requestor, Account, and Signers filters. Those of you already using Liscio eSignature will appreciate this even more as your usage increases. More eDocs improvements are on the way, including fine-tuning how certain files are automatically named.






If you haven’t activated eSignature for your account, please contact support@liscio.me. No additional subscription fee — only pay for what you need in buy-more, save-more bundles. Knowledge-based authentication (KBA) is also available.

4) Improved Email Notifications

We added more detailed information in the subject line and body text templates of our automated email notifications to help improve response rates. Now, the recipient will clearly see the who, what, and when with SENDER’S NAME, FIRM NAME, and MESSAGE SUBJECT LINE in the subject line of all email notifications whenever you send a message, task, or eDoc in Liscio. Invitations have also been revamped to include expiration dates, which promotes better and faster adoption.




Liscio has come a long way in just a year. And there’s a lot more in store for 2020! Stay tuned for many more new firm-friendly and client-friendly improvements and features currently in the works, including…

COMING SOON: Print Driver

This is on most of your wishlists, and we wanted to let you know that the print driver remains our top release priority. We currently have all hands on deck, working around the clock to get it to testing. Thanks for your patience. We’re very close!

If you have any questions, don’t hesitate to contact us:

support@liscio.me
(765) 566-7127
Live Chat at liscio.me

At your service,
The Liscio Team