Release August 16, 2026

This release brings data-driven charts to Dynamic Documents, extends the Viewer role to PDF Templates, and adds several Collaboration Room refinements including single list values and additional Viewers on External Document steps. Case Manager gains searchable case data and more accurate completion notifications, while Admin Center fixes a History tab gap for multi-team agents. A new consolidated Communication Sent event also simplifies tracking of all outbound customer communications.

New features

This release includes the following new features:

Collaboration Room

📊 Bring documents to life with data-driven charts

HTML-based Dynamic Documents can now visualize session data at a glance, making key figures easier to understand instead of just listing them as text. Business Configurators insert charts directly in the HTML designer, choosing from bar, stacked bar, or doughnut visuals, with each series mapped to a numeric Attribute so the chart is built automatically from live session data.

For more information, see Add charts to Dynamic Documents.

📄 Viewer role extended to PDFs

The Viewer role, already available in Dynamic Documents and External Documents, is now supported for PDF Templates as well. Admins can assign a participant as a Viewer alongside Signers and Approvers, so they can see a document without holding up the Workflow.

For more information, see Add multiple participants to a PDF template.

📝 Use one list value without the whole list

Business Configurators can now extract one specific value from a List Attribute and place it as free text anywhere in a document instead of being limited to displaying the entire list as a repeating table.

For more information, see Add dynamic elements to a Dynamic Document.

Improvements

Add Viewers alongside a Reviewer in an External Document step

In an External Document step, the Reviewer and Download roles were limited to a single participant. Now, a Reviewer can be joined by additional participants assigned as Viewers, so others can see the document without affecting who reviews or downloads it.

Case Manager

📬 Completion notifications now reach the current case owner

When a customer finishes a document or task, the completion notification now goes to whoever currently owns the case — not whoever originally created the session. This keeps notifications aligned with cases that change hands over their lifecycle, so the person actually responsible for the next step is the one who's notified.

For more information, see Document handling.

🔍 Search cases by the data inside them

Case Manager search has expanded beyond metadata like case status, owner, or creation date. Agents can now search using the actual data captured within a case, such as loan amount, address, or phone number. Admins control which fields are searchable, so teams can tailor search to the data that matters most to them. Up to 50 searchable fields are supported and multiple fields can be combined in the search to keep results fast and focused.

For more information, see View cases.

Improvements

🔁 Clearer labeling when adding another Workflow to a case

In Case Manager, the button previously labeled "Resend" is now labeled "Add again," making it clear that clicking it adds a new instance of the Workflow to the case — for example, when a customer needs to redo a document engagement after submitting the wrong file. A confirmation dialog reinforces this before the action is taken.

For more information, see Complete a case.

Admin Center

👥 Search session history across all teams in your profile

In the Admin Center's History page, users without full profile-admin permissions — such as team supervisors — were previously limited to searching sessions within their primary team only. The Team filter now lets them search sessions across any secondary team defined in their user profile, not just their primary team.

For more information, see Administrator session history.

Events

📡 One consolidated event for all outbound customer communications

A new Communication Sent event now fires for every outbound customer communication, including invites, re-invites, re-engagement messages, OTPs, new activity notices, and completed-document emails. This gives teams a single, unified place to track all customer-facing communications instead of piecing it together from multiple events. This event is additive: the existing Email Sent and SMS Sent events are unaffected and continue to fire independently.

For more information, see Events.

Fixes

Collaboration Room

Resolved the following issues:

• The PDF step name did not update in the session after rename and republish.

• The session PIN limit message was not shown after exceeding the attempt limit.

• Browser translators incorrectly re-translated French and Portuguese HTML content.

• The agent-selected team settings were ignored when sending a Workflow to a new participant.

• Currency formatting was not applied to the draft version of an HTML document.

• Workflow containing an agent Form and a switch were unable to be deleted.

Admin Center

Resolved the following issues:

• Screen reader descriptions for radio button options could not be set individually.

• Adding or removing lines near an inline image created extra spacing.

• A duplicated Static HTML document was incorrectly saved as a Dynamic Document.

• Admins could not download the CSV template for creating a campaign.

• Bolding text with a system value disabled further bold formatting in that cell.

• An inline HTML object caused surrounding text to wrap onto a new line.

• The admin History page’s Username field did not allow searching for a name.

• Multi-word font names, such as Century Gothic, did not display correctly.

• The search icon overlapped the placeholder text in the Select Attribute popup.

Case Manager

Resolved the following issue:

• A Document Request did not display the specific document required name until upload.

Document Analyzer

Resolved the following issue:

• Only the first configured extraction option was applied, ignoring additional options.

System Usage

Resolved the following issue:

• Usernames with an apostrophe prevented the Agent UI from loading.

Salesforce integration

Resolved the following issue:

• Removing a Salesforce field mapping in Lightico did not remove it in Salesforce.

Release timeline