Contents x
- 🚀 Getting Started
- 🎧 Agent
- ⚙️
Admin
- 📁
Workflows
- Introduction to Workflows
- Managing Workflows
- 📁 Create Forms
- 📁 Create Dynamic Documents
- Create Tick-box Documents Updated
- Create static documents
- Create Workflows
- Add External Documents in a Workflow
- Add a custom integration step to a Workflow
- Add a payment step to a Workflow
- Add conditional Workflow elements
- Configure general Workflow settings
- Setting conditions in Workflows
- Create a visual cart
- Create a self-service Workflow
- Create multi-signer Workflows Updated
- Customer verification as a Workflow step
- Replace the PDF or overlay template form in a Workflow
- 📁
PDF Template builder
- Getting started with the PDF Builder
- Configure fields
- Bind fields to Attributes
- Add multiple participants to a PDF template Updated
- Design the customer form
- Configure PDF Template settings
- Conditional signature
- Mask sensitive data
- Customize wording of customer UI
- Version control
- Old PDF Template builder
- Old PDF Builder: Create PDF Templates
- Old PDF Builder: Add multiple participants to a document
- Old PDF Builder: Conditional Signature
- Old PDF Builder: Configure template settings
- Old PDF Builder: Customize the document wizard
- Old PDF Builder: Version control
- Old PDF Builder: Mask sensitive data in a completed document
- Old PDF Builder: Customize wording of customer UI
- 📁 Configure other session tools
- 📁 Manage data with Attributes
- 📁 Communicate with your customer
- 📁 Session Settings
- 📁 System & security settings
- 📁 Integrations
- 📁
Workflows
- 🔬 AI Document Analyzer
- 💻 Developers
- 🎥 Videos
- 🗓️
Release notes
- About Release notes
- 2025 Release notes
- Sandbox releases Updated
- 2024 Release notes
- User navigation changes January 2025
- Release December 2024
- Release November 2024
- Release October 13, 2024
- Release September 15, 2024
- Release August 25, 2024
- Release Notes July 28, 2024
- Release Notes July 7, 2024
- Release June 2, 2024
- Workflow builder upgrade June 2024
- Release May 5, 2024
- Release April 7, 2024
- Release March 10, 2024
- Release February 4, 2024
- Release January 7, 2024
- 2023 Release notes
- UI refresh phase 2
- Release December 10, 2023
- Release October 22, 2023
- Release September 18, 2023
- A fresh, new look for customer UI
- Release August 20, 2023
- Release July 23, 2023
- New Admin navigation - July 2023
- Release June 25, 2023
- Release June 4, 2023
- Release May 7, 2023
- Release April 16, 2023
- Release March 5, 2023
- Release Feb 5, 2023
- New PDF Builder - Feb 5, 2023
- Release January 15, 2023
- 2022 Release notes
- Release December 11, 2022
- Release November 13, 2022
- Integration Certificate Annual Renewal 2022
- New Admin landing page
- Release September 18, 2022
- UI Improvements - September 2022
- Release August 21, 2022
- Release July 24, 2022
- Release July 10, 2022 - 4.15
- Release June 26, 2022 - 4.14
- Release June 19, 2022
- Release June 6, 2022
- Release May 29, 2022
- Release May 22, 2022 - 4.12
- Release May 8, 2022 - 4.11
- Photo ID Verification - Reliability and UX Upgrade
- Document Auto-Capture - Improved Quality and Customer UX
- Release April 17, 2022 - 4.9
- Release April 10, 2022
- Release March 27, 2022
- Release March 13, 2022
- System and Team Settings New UI - March 14, 2022
- Release February 27, 2022
- Release February 13, 2022
- Release January 30, 2022
- Release Jan 16, 2022
- Release Jan 2, 2022
- 2021 Release notes
- Release Dec 26, 2021
- Release Dec 12, 2021
- Release Nov 28, 2021
- Release Nov 14, 2021
- Release Nov 1, 2021
- Release Oct 17, 2021
- Release Oct 3, 2021
- Release Sept 12, 2021
- Release Sept 7, 2021
- Release Sept 1, 2021
- Release Aug 22, 2021
- Release Aug 18, 2021
- Release Aug 8, 2021
- Release July 25, 2021
- Release July 18, 2021
- Release July 11, 2021
- Release July 4, 2021
- Release June 27, 2021
- Release June 6, 2021
- Release June 13, 2021
- Release May 19, 2021
- Lightico Interface Summer Refresh - June 8, 2021
- Release May 30, 2021
- Release May 23, 2021
- Release May 9, 2021
- Release May 2, 2021
- Release April 28, 2021
- Release April 18, 2021
- 👍
Support
- General
- Lightico support guide
- Lightico support priorities and response time objectives
- Support case priority definitions explained
- Contacting Support
- Lightico service status updates
- Planned weekly service maintenance
- System requirements for Lightico Agents and Administrators
- About Lightico Domains and IP Addresses
- Frequently Asked Questions
- Service Notices
- Integration Certificate Renewal - Oct 2024
- Upcoming Change to Lightico Service IP Address
- Deprecation of Support for TLS 1.1 and weak Cipher Suites
- Deprecation notice - old PDF Template builder
- Deprecation notice - Self-service Integration Hub URLs will be deprecated as of Sept 1, 2024
- US - A2P 10DLC Campaign Registration
- Integration Certificate Renewal - Oct 2023
- Deprecation notice - seperatedElementURL parameter as an object
- Deprecation notice - fileURL parameter is deprecated as of March 5, 2023
- Microsoft Internet Explorer 11 - End of Support Notice
- General
- ⛓️
Lightico Salesforce application
- Getting started for Salesforce administrator
- Install the Lightico app
- Configure the integration between Lightico and Salesforce
- Add Salesforce users to the Lightico app
- Add Lightico elements to page layout
- Configure Lightico Settings
- Map Salesforce data to Lightico
- Assign Lightico permission sets
- Create a Process with Lightico Actions
- Invocable Method
Using the document request tool
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In this video, we'll learn how to request documents from your customers using the "Document Request" tool.
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