Release March 9, 2025

New features

Form enhancements

This release introduces the following enhancements in digital Forms:

New page display format

Pages of a Form are now displayed as tabs in the Form builder. See Pages.

Reorder pages

Change the order of a page by clicking and dragging the page tab. See Adding, deleting, and organizing pages.

Hide page numbers

Configure the Form to not show page numbers in the customer view. See Hide page numbers.

Allow nested fields in a customer Form to be visible

Until now, nested fields in a Form would only be visible to the customer after the parent field was selected. With this release, you can choose to make nested items visible upon opening the Form. See Display all nested fields.

Collapsible sections

Now you can make large Forms more readable by defining long sections to be collapsible. When the form is opened, sections are collapsed except for the first one, which remains open for the customer to fill in. See Add and configure sections.

Define CTA button

On each page of a Form there is a call-to-action button, to either go to the next page or to finalize the Form. With this release, you can define the text of the CTA button, for example, change the Next button to read Continue. See Customize the Next button.

Multi-line text Attributes for Form fields

When you add a text Attribute field to a Form you can define it as multi-line, enabling you to capture and display more text than a standard single-line field. See Single line / multiline.

New Document Analyzer features

Rule decision override

Document analysis rules compare known business data with data extracted from customer documents. Until now, if a piece of extracted data failed to fulfill a rule, you had two options when validating the document:

• Change the value of the extracted data when appropriate

• Submit the document with failed data

With this release, you can override the rule decision by changing a “fail” status to “pass”. This can be helpful in cases that the AI cannot identify as matching data. For example, Bill vs. William or Bob vs. Robert.

Improvements

Enhanced Workflow and PDF Template management

This release, we are upgrading the saving and moving dialog boxes for the following:

• Workflows – saving, moving, and selecting for a campaign

• Workflow folders - moving

• PDF Templates – saving a new PDF as part of a Workflow

Full Attribute support for Tick-box Documents

With this release, you can use all Attribute types in a Tick-box document.

Workflow step completed event includes customer data

The Workflow step completed event now includes a customerData parameter that shows all Attributes defined in the session.

Deprecation announcement

With this release, we have finalized the removal of support for self-service integration hubs. For more information, see Deprecation notice - Self-service Integration Hub URLs will be deprecated as of Sept 1, 2024.

Lightico enables you to build a self-service journey using the Workflow builder. See Create a self-service Workflow.

Fixes

Collaboration room

• Resolved an issue when re-engaging a cosigner in a multi-sign Workflow.

• Resolved an issue where some data seen in the document preview was not appearing in the final document.

• Resolved an issue where default values were populated by Attributes not related to the field as set in the Form.

• An Attribute included in the email subject line now appears in a cosigner invitation.

• Forms with required fields now focus to where the required field is located.

• Resolved an issue where Forms were not displaying what fields were required when there was an address field in the Form.

• Resolved an issue where an agent would paste from Excel into a visual cart drop-down field and get an expected result.

• Resolved and issue where a read-only Workflow did not open.

• Resolved an issue where and error presented when clicking Next to complete a PDF.

• Resolved an issue where a Workflow containing and External Document would be sent without requesting the agent to upload a file.

• Words that are wrapped are no longer cut off in the final PDF from a Dynamic Document.

Case Manager

• A message is now displayed when moving from Case Manager to the Admin Center, when there are unsaved changes.

• Resolved an issue where the document generated date format was incorrect.

Admin Center

• Resolved an issue with duplicating Workflows.

• Resolved an issue in Dynamic Document builder where the Attribute list window was blank when adding a function.

• Resolved an issue with importing HTML/Dynamic Documents.

• Importing mapping to a saved draft PDF Template now enables the Save and Publish buttons.

• Resolved an issue with saving number field max limit for an agent Form.

• Resolved issues with the function and aggregate functions in Dynamic Documents.

• SBEU Resolved an issue with the Loqate integration.

API

• A 400 response is now sent, as expected, when the session ID is not valid.

• Optimized the API for sending large Workflows, preventing timeouts.

• Resolved an issue where a PDF Template in a Workflow was not displaying when sent by API with auto open enabled.

Events

• customerData is now included in the Workflow added event payload for Agent initiated sessions.

Release timeline