Skip to main content

Mobile App Overview

Written by Liscio Support
Updated over 11 months ago

The Liscio Mobile App enables you to upload files and communicate with your firm efficiently.

Dashboard Overview:

  • Inbox: View new messages. Select a message preview to open it, or select See All to view the complete list.

  • My Tasks: View tasks requiring your attention. Select a task preview to open it, or select See All to see all tasks.

Uploading Files and Sending Messages:

  • Select the plus (+) icon to upload files or send a new message to your firm.

App Navigation:

  • Select the menu icon (three dots) in the top-left corner to navigate to:

    • Home

    • Inbox

    • Tasks

    • Accounts

    • Files

  • From the menu, you can also quickly create a new message or upload a file.

Managing Your Profile:

  • To edit your profile information or update your password, select your profile picture.

Did this answer your question?