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Creating and Sending a Message
Creating and Sending a Message
Liscio Support avatar
Written by Liscio Support
Updated over a month ago
  1. Select +Add New in the upper-left side of your screen.

  2. Select Message.

  3. Select the To field.

  4. Select a Recipient (Contact).

  5. Select an Account (Note: This will auto-populate if the recipient is associated with one Account. If they are associated with multiple Accounts, click Select an account).

  6. Enter a Subject Line.

  7. Enter a Description.

  8. Attach files using Drag & Drop, Liscio Vault or Browse, if desired.

  9. Select Send.

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