Configure session behavior
  • 30 Nov 2022
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Configure session behavior

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Article Summary

You can configure the behavior of Lightico sessions for both agents and customers. For example you can enable agents or customers to reuse their signatures in Lightico sessions.

Configure Agent session behavior

You can configure the following agent session behavior settings in System setting ⇾ Session ⇾Conversation behavior ⇾Agent:

SettingConfiguration instructions
Use session settings from a different teamAllow agents from one team to use the settings of a different team in a session. For more information, see Use session settings from a different team.
AttachmentAllow agents to upload and send ad hoc documents and other attachments during a session. For more information, see Send an ad hoc document.
ChatAllow agents to send chat messages during a session.
Delete incomplete documentsAllow agents to delete a document that was not yet signed by the customer.
Edit asset nameAllow agents to rename documents that are uploaded during the session.

Configure customer session behavior

You can configure the following customer session behavior settings in System setting ⇾ Session ⇾Conversation behavior ⇾Customer:

SettingConfiguration instructions
AttachmentAllow customers to upload attachments during a session using the paper clip icon.
ChatAllow customers to send chat messages during a session.
Require reviewRequire customers to scroll down to the bottom of the document before signing.
Signing reason
Configure documents to include a signing reason, For more information, see the explanation below.

Signing reason

You can configure documents to include a signing reason, such as “I have read this document”,  that customers select when they sign the document. For example, in the health industry, a signing reason is one of the requirements of HIPAA (Health Insurance Portability and Accountability Act). 

To require signing reasons, turn on the toggle (System settings ⇾ Session ⇾ Conversation behaviors⇾  Customer) and enter the text for the signing reason. 

In each template based document, you can override this setting and choose between removing the signing reason, making it optional, or making it required. For more information, see Configure template settings.

Signature Configuration

Configure settings for customer and agent signatures System setting ⇾ Session ⇾Conversation behavior ⇾Signature configuration:

SettingConfiguration instructions
Reuse SignatureAllow agents and customers to reuse their signatures in Lightico sessions. After signing the first time, they are given the option of using the first signature or creating a new one.
Allow typed signaturesAllow customers to type their signatures, in addition to being able to sign with their finger or mouse



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