This article lists features, improvements, and bug fixes that are available in sandbox environments only.
Once the features are released to production environments, they are deleted from this article and will appear only in the standard release notes.
Collaboration Room
🖥️ Guide customers in real time with Co-Browse
Reducing friction in the customer journey is at the heart of everything Lightico does. When a customer gets stuck on a step that isn't clear, an agent can now start a live screen-sharing session without leaving Lightico. They can then walk the customer through the step for a faster, smoother completion.
With this release, agents can:
View the customer's screen
Draw and point using live annotation tools
Security and auditing features include:
Customer consent before starting a co-browse session
Sensitive data is automatically masked or hidden during protected steps
Webhook events triggered by co-browse actions
✍️ Decline closes “Any” signer documents
When a document is set to accept a signature from any one of several signers, the first signer to decline now closes signing for that document.
Case Manager
🔀 Reorder tasks in a case type
Admins can now rearrange the tasks in a case type without deleting and recreating them. Tasks can be dragged into a new position in the case type builder, and their order updates automatically.
🔤 Case types listed alphabetically
When agents create a new case, case types are now listed alphabetically by name, making the right one quicker to find.
Document Analyzer
📎 Add documents to a package after analysis
Missing or late documents can now be added to a package that has already been analyzed, including one that has already been submitted, without recreating it. The package keeps its business data, Document Analysis Type, and URL throughout.
With this release:
Only the newly added pages, and any documents they are merged into, are analyzed again. All other documents keep their results and any reviewer edits.
Updated documents are marked with an "Updated" indicator and timestamp, and return to a reviewable state.
While an update is processing, reviewers see a message and can't take action on the package until it's ready. If the update fails, the package returns to its previous state.
Document Analyzer events now include an iteration ID and show whether a change came from a reviewer or through the API.