- 🚀 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
- 2025 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
Release June 2, 2024
New features
This release includes the following new features:
Workflow builder upgrade
We're happy to introduce significant UI/UX enhancements to the Workflow builder. These improvements are designed to make it easier to navigate settings and the Workflow canvas. Workflows are the core of the Lightico experience, and we aim to provide the most effective and intuitive experience possible.
For more information, see Workflow builder upgrade June 2024.
Create your own no-code integrations for Workflows
Do you have a third-party service that is an essential part of your customer journeys? Now you can use the new no-code, user-friendly custom integration builder to easily create your own integrations with third-party services of your choice.
Once you’ve created the integration in the custom integration builder, you can include the service as a step in a Workflow. For example, an insurance customer can fill out a Form in a Workflow with the type of policy he wants, his age, and claim history. The Workflow then retrieves an appropriate quote based on the information provided, dynamically creates the required documents, and obtains the customer signature. No-code integrations is another big step in smoothing the road to customer journey completion.
For more information:
Improvements
New states for External Documents
Previously, External Documents were defined as either for signing or approval, based on whether a signature field was included. With our latest release, in addition to the Sign and Approve states we're introducing two new states: Download and Review. Specify the state by selecting from the new Document purpose drop-down menu.
These additional states are now available for:
Business Configurators - when adding an External Document step to a Workflow
Agents - when adding standalone External Documents to the session
Change IDV consent text
The default IDV consent page text says that the retention length of IDV information is ninety (90) days. If you'd like to change it to a shorter duration, please contact your customer success representative.
Fixes
Collaboration room
Resolved an issue where Workflows did not lock.
Customer can now return to the draw signature option after selecting signature pad.
The Save for later option in a Document Request interaction now displays the correct message.
Resolved an issue with a free text item inserted with the Old PDF Template builder and viewed on a mobile device.
The customer is no longer able to send an attachment when attachments is disabled.
Adding an empty repeatable section in a visual cart no longer results in a calculation of zero for the cart.
Agent can now preview HTML documents.
Agent conditions in a Workflow now influence which External Documents they are required to upload.
Dropdown and radio button values in a Workflow document are now visible for agent and customer preview.
Agent signature in a Workflow is now formatted properly.
In a Document Request step in a Workflow, if a document is uploaded and then deleted, the Workflow will function as expected and not proceed.
Self-service Workflow occasional issue after entering customer details is resolved.
Audit
Agent IP now appears in the completed document audit page.
Salesforce integration
Selecting a team other than the user’s default team now works properly.
Studio
Text alignment in the PDF builder now works properly.
Newly created Attributes are now available for immediate use in Forms.
Inserting an image into a Dynamic Document with the same file name as a previously inserted image is now saved and displayed correctly.
Settings
A new team is now created with all settings defined by default as Use system settings.
An inactive user is now logged out after the defined period even from the Administration pages.
API
In a dynamic Workflow (v28.1) an additional participant in the first order group now receives an invite at the same time as the primary participant when the Invite customer (28.1) endpoint is sent.
Release timeline
NA1 | EU4 | EU2 |
---|---|---|
June 2, 2024 7:00 AM UTC | June 3, 2024 9:00 PM UTC | June 11, 2024 11:00 PM UTC |