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 Document stored on a local drive to your customer during a Lightico session. Once added to the session, the customer can review and either approve or digitally sign the document. External Documents are ...

This article explains how to send an External Document 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 send a PDF t...

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 ...