Send an External Document
  • 02 Jun 2024
  • 2 Minutes to read
  • Dark
    Light
  • PDF

Send an External Document

  • Dark
    Light
  • PDF

Article summary

This article explains how to send an External Document stored on a local drive to your customer during a Lightico session. Once added to the session, the customer can review and either approve or digitally sign the document.

External Documents are any PDF file that you upload from your computer, as opposed to a PDF Template that is added to the session from the Lightico system. Upload External Document files in PDF format to enable adding interactive fields. Image files can be uploaded, but they do not support adding fields.

For information about sending a pre-configured PDF template, see Send a PDF Template document.

To send an External Document:

  1. In the left panel of the session page, click the paperclip.

  2. Upload a PDF document file from your computer.

    Tip

    You can upload multiple External Documents at once and then edit them one at a time.

    The document opens displaying a toolbar at the top of the screen.

  3. In the Document Name box, change the name of the document.

  4. (optional) Select a template from the Overlay Template dropdown to apply pre-configured fields (see Use an Overlay Template when you send an External Document).

  5. From the Document Purpose dropdown, select what the customer will do with the document. Choose from:

    • Sign - customer digitally signs; you, the agent will be required to add a signature field

    • Approve - customer selects an approval checkbox

    • Review - customer can only review the document online, but not download it

    • Download - customer can review and download

  6. (optional) Select a document storage service from the eVault Hub dropdown to store an authoritative copy of the completed document. (This option will not appear if your company does not have an integration with a third-party storage service).

  7. Add any of the following custom fields to your document:

    Button

    Field Name

    Description

    image.png

    Customer Signature

    Adds a required customer signature field

    image.png

    Customer Initials

    Adds a required customer initials field

    image.png

    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.

    image.png

    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.

    image.png

    Agent Signature

    Adds an optional agent signature field

    image.png

    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.

    image.png

    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

    1. Click the field that you want to add to your document.
      The field you clicked appears at the top left corner of your document.

    2. 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.

  8. 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.









Was this article helpful?