- 21 Nov 2022
- 2 Minutes to read
Send an ad hoc document
- Updated on 21 Nov 2022
- 2 Minutes to read
This article explains how to create and send a new ad hoc document during a Lightico session. You create an ad hoc document by uploading a file from your local file system and adding custom fields.
You can also send a template-based document that has been pre-defined by your business administrator.
To create an ad hoc document:
In the left panel of the session page, click the paperclip.
Upload the relevant document from your directory. You can upload either a PDF or an image file but you can only add custom fields to a PDF. You can upload multiple ad-hoc documents at once and then edit them one at a time. The document opens displaying the ad hoc toolbar at the top of the screen.Note:
- You can apply a template to your ad hoc document that contains pre-configured fields. You select these templates from the Overlay Templates list in the ad hoc toolbar.
- If you are integrated with an eVault hub, you can select a hub from the eVault Hub list. After the document is completed by the customer, the authoritative copy of this document is saved in the eVault hub.
In the Document Name box, you can enter a new name for your document.
Add the relevant custom fields to your document.
If you only want to send the document for approval and not for signing, do not add any of the customer signature fields (signature, initials, corporate stamp).
From the ad hoc toolbar, you can add the following custom fields to your document:
Button Field Name Description Customer Signature Adds a required customer signature field Customer Initials Adds a required customer initials field Customer Signature Date and Time Automatically inserts the date and time when the customer signs. The date and time format is configured in the system settings. Customer Corporate Stamp Adds a required customer corporate stamp field. The corporate stamp is a combination of 3 fields that the customer completes: corporate name, corporate file number, and signature. Agent Signature Adds an optional agent signature field Agent Initials Adds an optional agent initials field Agent Signature Date and Time Automatically inserts the date and time when the customer signs. The date and time format is configured in the system settings. Text Allows the agent to add custom text to the document. Remove Remove an element that you added Remove All Remove all the elements you added
- Click the field that you want to add to your document. The field you clicked appears at the top left corner of your document.
- Drag the field to the appropriate place in your document.
In the following example, the client signature field and the signature date field were added to a document:Note:You can also send this document to additional participants.
Click Send at the top right corner of your screen.
To track the customer interaction after the document has been sent, use the interaction bubble, displayed in the left pane. The interaction bubble provides information about this interaction with the customer and allows you to perform certain actions on the relevant document or asset. For more information, see Using interaction bubbles.