What's New This release includes the following new features: Launch PDF template editor directly from the Asset tree An agent with the Business Configurator role, or with the Profile Admin role can easily edit an asset by launching it

We're excited to share that over the next several weeks, we will be implementing the second phase of refinements to Lightico's customer collaboration user interface (UI). These updates will focus on enhancing your customer's interactions with standard

Note This release contains bug fixes only. Fixes Collaboration Room In an agent Form, conditional, required, nested attributes now function as expected. A value of “0” (zero) in an agent Form digit field now functions as expected. Resolved an issue

What's New This release includes the following new features: External (ad hoc) document step in workflow Lightico enables you to create digital document templates that utilize the full power of the completion platform, but many companies have a need

A custom integration is a third-party service that can be used to generate and retrieve important information in the course of a Workflow. For example, after obtaining customer information and binding the data to Attributes, a custom integration step

invitations. These settings are found in the Administration pages under System Settings > Notifications . For guidelines and best practices for writing SMS and email messages, see Customer notification guidelines . Configure general notification settings You can configure the following settings that apply

We are happy  to announce  that in the coming weeks  we'll be releasing an upgraded version of the customer user interface (UI) for the Lightico platform. This update enhances the overall user experience and makes the platform more intuitive

Introduction This article explains how to create dataset Attributes. 🎦 Watch related video: Attributes - Part 2: Datasets Predefined options Unlike basic Attributes, dataset Attributes are predefined options that become options in a dropdown field or set of checkboxes. When the

You can integrate Loqate address verification service with the Lightico platform so that your customer is provided with suggestions as they type their address into a Form. This integration streamlines the Form process for your customer and ensures that they

What's New There are no new features in this release. Fixes and Improvements [Document] Sometimes words got cut in the middle in multiline text field in preview mode. This is now fixed. [Document] When a required nested item under

Lightico enables you to create a Workflow that can be embedded in a webpage and accessed by your customer without an agent and without using the Lightico collaboration UI. For example, if you want your customers to be able to

What's New This release includes the following new features: API Call and Event for Adding Text Messages Add a text message in the collaboration session. When a new text message is added by the customer, agent or API, an

Lightico for Salesforce enables you to automatically start and perform actions in a session using the Salesforce Process Builder. Session automation can activate new or existing sessions and add eSigns, payments, document requests or automated workflows that are pre-defined

In this video, we'll learn how to create basic attributes for your forms and other uses in Lightico.

What's New This release includes no new features. Fixes and Improvements [Reports] In the History tab, completed e-signs and document requests did not get listed under the 'Workflows Completed' column. This is now fixed. [Document] When a drop

What's New This release includes the following new features: Support for Century Gothic font This font has been added to the HTML Designer, PDF editor, and other places where you can edit text. Workflow step name Lightico enables you

Automated Workflows are the backbone of a customer journey. Lightico provides tools for all the important elements of a customer journey, but these tools are only the building blocks. The goal is to lead your customer to complete all elements

At any point in the campaign, you can export a copy of the CSV file for a campaign. Click the menu for the relevant campaign and select Export . Set data deletion rule Campaigns may contain sensitive or private information

What's New This release includes the following new features: Core features: Lightico Knowledge Center Assistant   Lightico's Knowledge Center articles are now accessible from the Agent and Administration pages as a moveable side panel. Open recommended articles or search