Release Feb 5, 2023

What's New

This release includes the following new features:

Campaign Tool

Introducing our new tool for creating batch sessions. Create a workflow, upload your contact list, and run the campaign. All contacts receive an invitation to a new session where the workflow is waiting for them to complete. Track the progress of the campaign on the Campaign Manager page.

For more information, see Run a campaign.

New PDF Builder

Experience our more intuitive UI for configuring your PDF documents to be completed in a Lightico session. During the Beta period, you'll be able to choose to use the old PDF builder or the new one.

For a more extensive overview of the upgrades, see New PDF Builder - Feb 5, 2023.

And see our fully updated documentation section starting here - New PDF Builder: Getting started with the PDF Builder.

Fixes and Improvements

• [Workflows] Now you can set conditions in a visual cart workflow based on which journey/form is selected by the agent. (see Create a visual cart)
• [Workflows] Completed documents will now be emailed to an end-customer in a self-service workflow when send option is selected.
• [Workflows] When creating or editing an attribute that uses the Data Source option, the Create Manually selection will no longer create a dataset in the Dataset list. 
• [Workflows] Sessions with customer attachment disabled configuration can now also use photo ID verifiction in a workflow.
• [Workflows] The status of a workflow containing co-signer documents will now be considered complete only after all co-signers complete their documents. 
• [Workflows] Agents can now send workflows containing an agent form to a session.  
• [Workflows] Added improvements that ensure workflow names are properly saved in the session data. 
• [Workflows] UI improvements when using Tick box HTML template in a workflow with Hebrew language settings. 
• [Configuration] A configurator can now bind attributes linked to a Dataset to an agent side field. 
• [Configuration] When using a Mac to configure shared assets, the font size now display at the correct size.
• [Notifications] In some cases, completed documents were sent to an end-customer when using Lightico's Campaign tool. This is now fixed.
• [Reports] Sessions with purged files can now be opened from the History page.
• [Administration] Resolved the issue causing an error when entering the Dashboard page. 
• [Salesforce] Salesforce fields from related objects are now updated when values are changed in a Lightico session.
• [API] In the Create Session endpoint, the size of an SMS text message has now increased from 140 to 700 characters.
• [API] customerData set via API can now be configured in a dynamic HTML template using an Is Empty / Is Not Empty condition.

Release timeline