Liscio currently does not have the functionality for users to generate reports in the platform.
If your team requires reports, please contact support@liscio.me to inquire about reports.
Articles in this section
- FirmView
- How To Add Liscio To Your Safe Senders List
- Liscio Implementation (Client Adoption)
- How To Send DocuSign Code through Liscio
- Archived Task Cannot Be Re-Opened
- How To Add Additional Engagement/Consent to Release Letters to Your Liscio Platform
- Custom Tags
- How To Resend Expired Invites in Bulk
- How To Send Multiple Tax Returns to One Contact
- Editing an Engagement Letter Before Sending