Configuring Your Account

This article outlines how to configure the settings for the following customizable features: text messages, emails, logos, cookies, search space options, and what happens when a session is terminated.

Your Lightico account can be customized for the entire system and also independently for teams. You may want to configure different messaging for different teams of users. To do this, you will first have to create a team (See Creating Teams, People Management) before adapting the relevant settings.

Text messages

System Settings

  • Content of the initial message: the wording in the first text message your customer receives for a Lightico session.
  • From number: the number the text message was sent from. (According to country regulations, a text can appear instead of a phone number.)
  • Multi-signer message: the co-signer message that appears for a second or third customer requested to cosign or approve a document.
  • Notify invite: the wording in the text message that is sent to notify a disconnected customer that a new asset has been added to the room.
  • Phone prefix for local numbers,

Go to System Settings, SMSmceclip0.png

 

Team Settings

To change the messaging for a team, go to Teams, click on the edit icon next to the team you want to define, then select Settings, SMS

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  • Content of the initial message: the wording in the first text message your customer receives for a Lightico session.
  • From number: the number the text message was sent from. (According to country regulations, a text can appear instead of a phone number.)
  • Multi-signer content: the co-signer message that appears for a second or third customer requested to cosign or approve a document.
  • Notify invite: the wording in the text message that is sent to notify a disconnected customer that a new asset has been added to the room.
  • Phone prefix for local numbers.

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Email messages

System Settings

  • From field: the email address the Lightico message was sent from.
  • Email subject: the wording in the subject line of the email your customer receives for a Lightico session.
  • Org Subject: the messaging from the organization.
  • Multi-signer message: the co-signer email message that will appear for a second or third customer requested to cosign.
  • Send copy to agent: agents' username email (if valid) will be used to receive completed copies.
  • To sign file: a global email address to receive all customer completed files.

Go to System Settings, Email

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  • Company signature: the wording that appears at the footer of each signed document

Go to System Settings, Company

 

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  • Logo

Go to System Settings, UI. Scroll down to Logo. Enter your company logo in png. format.

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  • Cookie Disclaimer: enable or disable if a customer receives a cookie disclaimer.

Go to System Settings, UI, Cookie Disclaimers

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  • Agent search space: allow access for an agent to see and search their own historical sessions, their teams' historical sessions, and/or all historical sessions.

Go to System Settings, Session, Search Space

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Team Settings

To change the messaging for a team, go to Teams, click on the edit icon next to the team you want to define, then select Settings, Email.

  • Body: the wording in the email your customer receives for a Lightico session
  • Multi-signer subject: the co-signer email message that will appear for a second or third customer requested to cosign.
  • Notify body
  • Notify subject:
  • Subject
  • Send copy to agent: agents' username email (if valid) will be used to receive completed copies.
  • To signed file: a global email address to receive all customer completed files for this team.

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