- 🚀 Getting Started
- 🎧 Agent
- ⚙️
Admin
- 📁
Workflows
- Introduction to Workflows
- Managing Workflows
- Create Forms
- Create Dynamic Documents
- Create Tick-box documents
- Create static documents
- Create Workflows
- Add External Documents in a Workflow
- Add a custom integration step to a Workflow
- Add a payment step to a Workflow
- Add conditional Workflow elements
- Configure Workflow settings
- Setting conditions in Workflows
- Create a visual cart
- Create a self-service Workflow
- Create multi-signer Workflow
- Customer verification as a Workflow step
- Replace the PDF or overlay template form in a Workflow
- 📁
PDF Template builder
- Getting started with the PDF Builder
- Configure fields
- Bind fields to Attributes
- Add multiple participants to a PDF template
- Design the customer form
- Configure PDF Template settings
- Conditional signature
- Mask sensitive data
- Customize wording of customer UI
- Version control
- Old PDF Template builder
- Old PDF Builder: Create PDF Templates
- Old PDF Builder: Add multiple participants to a document
- Old PDF Builder: Conditional Signature
- Old PDF Builder: Configure template settings
- Old PDF Builder: Customize the document wizard
- Old PDF Builder: Version control
- Old PDF Builder: Mask sensitive data in a completed document
- Old PDF Builder: Customize wording of customer UI
- 📁 Configure other session tools
- 📁 Manage data with Attributes
- 📁 Communicate with your customer
- 📁 Session Settings
- 📁 System & security settings
- 📁 Integrations
- 📁
Workflows
- 💻 Developers
- 🎥 Videos
- 🗓️
Release notes
- Sandbox releases
- About Release notes
- 2024 Release notes
- User navigation changes January 2025 New
- Release December 2024 New
- Release November 2024
- Release October 13, 2024
- Release September 15, 2024
- Release August 25, 2024
- Release Notes July 28, 2024
- Release Notes July 7, 2024
- Release June 2, 2024
- Workflow builder upgrade June 2024
- Release May 5, 2024
- Release April 7, 2024
- Release March 10, 2024
- Release February 4, 2024
- Release January 7, 2024
- 2023 Release notes
- UI refresh phase 2
- Release December 10, 2023
- Release October 22, 2023
- Release September 18, 2023
- A fresh, new look for customer UI
- Release August 20, 2023
- Release July 23, 2023
- New Admin navigation - July 2023
- Release June 25, 2023
- Release June 4, 2023
- Release May 7, 2023
- Release April 16, 2023
- Release March 5, 2023
- Release Feb 5, 2023
- New PDF Builder - Feb 5, 2023
- Release January 15, 2023
- 2022 Release notes
- Release December 11, 2022
- Release November 13, 2022
- Integration Certificate Annual Renewal 2022
- New Admin landing page
- Release September 18, 2022
- UI Improvements - September 2022
- Release August 21, 2022
- Release July 24, 2022
- Release July 10, 2022 - 4.15
- Release June 26, 2022 - 4.14
- Release June 19, 2022
- Release June 6, 2022
- Release May 29, 2022
- Release May 22, 2022 - 4.12
- Release May 8, 2022 - 4.11
- Photo ID Verification - Reliability and UX Upgrade
- Document Auto-Capture - Improved Quality and Customer UX
- Release April 17, 2022 - 4.9
- Release April 10, 2022
- Release March 27, 2022
- Release March 13, 2022
- System and Team Settings New UI - March 14, 2022
- Release February 27, 2022
- Release February 13, 2022
- Release January 30, 2022
- Release Jan 16, 2022
- Release Jan 2, 2022
- 2021 Release notes
- Release Dec 26, 2021
- Release Dec 12, 2021
- Release Nov 28, 2021
- Release Nov 14, 2021
- Release Nov 1, 2021
- Release Oct 17, 2021
- Release Oct 3, 2021
- Release Sept 12, 2021
- Release Sept 7, 2021
- Release Sept 1, 2021
- Release Aug 22, 2021
- Release Aug 18, 2021
- Release Aug 8, 2021
- Release July 25, 2021
- Release July 18, 2021
- Release July 11, 2021
- Release July 4, 2021
- Release June 27, 2021
- Release June 6, 2021
- Release June 13, 2021
- Release May 19, 2021
- Lightico Interface Summer Refresh - June 8, 2021
- Release May 30, 2021
- Release May 23, 2021
- Release May 9, 2021
- Release May 2, 2021
- Release April 28, 2021
- Release April 18, 2021
- 👍
Support
- General
- Lightico support guide
- Lightico support priorities and response time objectives
- Support case priority definitions explained
- Contacting Support
- Lightico service status updates
- Planned weekly service maintenance
- System requirements for Lightico Agents and Administrators
- About Lightico Domains and IP Addresses
- Frequently Asked Questions
- Service Notices
- Integration Certificate Renewal - Oct 2024
- Upcoming Change to Lightico Service IP Address
- Deprecation of Support for TLS 1.1 and weak Cipher Suites
- Deprecation notice - old PDF Template builder
- Deprecation notice - Self-service Integration Hub URLs will be deprecated as of Sept 1, 2024
- US - A2P 10DLC Campaign Registration
- Integration Certificate Renewal - Oct 2023
- Deprecation notice - seperatedElementURL parameter as an object
- Deprecation notice - fileURL parameter is deprecated as of March 5, 2023
- Microsoft Internet Explorer 11 - End of Support Notice
- General
- ⛓️
Lightico Salesforce application
- Getting started for Salesforce administrator
- Install the Lightico app
- Configure the integration between Lightico and Salesforce
- Add Salesforce users to the Lightico app
- Add Lightico elements to page layout
- Configure Lightico Settings Updated
- Map Salesforce data to Lightico
- Assign Lightico permission sets
- Create a Process with Lightico Actions
- Invocable Method
Add contact information for additional participants
This article explains a type of Workflow that requires you, the agent, to provide input as you are adding it the session. For other examples, see, see Send a Workflow that requires agent input.
Providing customer contact information
When you, as the agent, send a Workflow that includes multi-participant eSign documents, the Participant list pop-up appears that enables you to provide contact information for the additional participants.
Note
Your Administrator may have disabled text messages (SMS), in which case the phone number option will not appear.
You’ll need to provide contact information for all participants not marked Optional. In the example below, the first additional participant (Cosigner) is mandatory and the second (Lawyer) is optional.
Note
If you do not have the contact information for a participant and you’d like the customer to provide it, see below.
Enabling the customer to assign participants
If you do not have the contact information for a participant that you need to add, you can enable the customer/primary participant to assign them and provide their contact information.
To enable the customer to assign participants:
In the Participant list pop-up, click the assign icon.
If the assigned participant is mandatory, the customer must provide the contact information to proceed.
If the assigned participant is optional, the customer will have the choice whether or not to include this participant (see below).
To define an optional participant as mandatory, click Optional and select Make mandatory.
Customer assigning experience
When the customer opens the Workflow, an Assign window opens.
The customer provides the contact information for all missing mandatory participants and clicks Next to proceed with the Workflow.
Note
Your Administrator may have disabled text messages (SMS), in which case the phone number option will not appear.
Viewing participant status and changing contact info
Agent
The agent can view the additional participants by clicking in the interaction tile to reveal the Document participants list. Hover over a participant to see the contact information.
Customer
The customer can view the status of the additional participants in the interaction tile.
If he has assigned participants, he can view the contact information that he provided by clicking My Contacts.
A window with the additional participants appears.
If necessary, the customer can click Re-engage to change the contact information.