PDF Template Builder

This article gives an overview of how to use the PDF Builder to create a PDF template.  What can you do with the PDF Builder? The PDF Builder enables you to transform a static PDF contract or form into a PDF template that can be completed in ...

This article describes how to configure interactive fields that you've added to a template in the PDF Builder.  For information about how to add fields to your PDF template, see Getting started with the PDF Builder . For information about bi...

Using Lightico Attributes, you can store customer information for the duration of a session. This section describes how to bind an interactive field in a PDF template to an Attribute. For more information about creating Attributes and how they work,...

You can configure a PDF template to include more than one participant.  When an agent adds a multi-participant PDF template to a session, the agent fills in the details of each of the participants before sending it. Each participant recei...

When you add fields to a PDF template , a digital form is created that includes these fields. Your customer fills in the fields using the form and only after completing the form is the information placed into the PDF.  In the PDF Builder, ...

This article explains how to configure settings that affect a PDF Template as a whole. These settings appear in the Formatting tab and Template Settings tab of the PDF Builder. Formatting Configure the following formatting settings in the F...

Sometimes a contract has multiple options and your customer is required to sign on only one of them.  For example, there may be an option to add extra coverage to an insurance policy that involves extra payment. You need your customer to sign ...

If you are completing documents that have sensitive data, you may want to hide this data from the agent. This feature enables the agent to send, preview, and download a completed document PDF that blacks out all sensitive information. Outline Her...

You can create templates that change the default wording of button labels and messages that appear in the customer UI when completing a PDF form. Wording templates apply to PDF Templates and External Documents with an overlay template . For e...

Lightico enables you to restore previously published versions of  PDF templates .  In addition to published versions, you can also restore the most recently saved draft of the document. Saving and publishing documents When you edit a PDF...