Using Ad-hoc

The ad-hoc function within Lightico allows agents to upload a document from their file browser and send to a customer.

  • Click on the green paperclip attach icon at the bottom of the agent console home screen.
  • A new window will open up the agents' file browser for document selection.
  • Click Open.
  • A toolbar will pop up with the document in place in Lightico, with options for adding field elements.

 

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Your screen will open your pc. file browser for you to select the relevant item.

 

Click Open to upload your document to the Lightico ad-hoc signer toolbar

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  • Click on Signature.
  • A field box will appear in the top left-hand corner of your document.
  • Drag it to the required potion.
  • Select overlay template if defined (See overlay templates)
  • Note: More participants can be added (See ad-hoc multi signer)

The following fields are also available to add:

  • Signature date
  • Customer/Agent initials
  • Corporate stamp
  • Add text 

 

 

 

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