Send a document

A PDF Template is a document that has been pre-configured to enable your customer to digitally complete it during a Lightico session. This document may be a form for the customer to complete, a contract to sign or approve or a document to share with...

This article explains how an agent sends a pre-defined PDF Template to multiple participants (multi-sign document) during a Lightico session. For example, you may be required to send a loan application that needs to be signed by both the loan appl...

This article explains how to send an External (ad hoc) Document from your computer to your customer during a Lightico session. Once uploaded, the customer can approve the document in the session or you'll be able to add signature fields so that the ...

This article explains how to send an External Document (ad hoc) to multiple participants during a Lightico session. For example, you may want to send a policy that needs to be signed by both the customer and a cosigner. Note: You can also sen...

This article explains how to send an External Document with an overlay template. 🎦 Watch related video: Creating and using layout templates When you upload an External Document during a Lightico session, you can apply an overlay template ...