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Bulk Actions

Liscio Support avatar
Written by Liscio Support
Updated this week

Bulk Actions simplify and speed up your workflow by allowing you to perform actions on multiple items simultaneously.

Bulk Actions are located in the vertical (left-hand) menu.

Available Bulk Actions and Sorting Options

The following Bulk Actions help you efficiently target your client base:

  1. Invite to Liscio
    Send initial invites to Liscio and resend expired ones.

  2. Send Message
    Send mass messages to specific groups of clients.

  3. Reassign Task Owner
    Reassign an employee's tasks to another employee. Useful when an employee takes extended time off, leaves the company, or during seasonal workflows.

  4. Invite to Download App
    Invite clients to download the Liscio app. Only active contacts can receive this invite.

  5. Get Signature
    Send engagement letters in bulk to specific groups of clients.

  6. Send eDocs
    Send forms or documents for clients to complete.

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