Lightico’s Dynamic Documents: For Next-Level Compliance and CX
Lightico’s automated workflow solution allows documents to be created that can hide or show text based on a known customer condition. These documents are known as Dynamic Documents. They allow for added customizability, in which companies can tailor legal agreements and documents to their customers’ characteristics.
Another way to use dynamic documents is by using Objects. For example, if there is a sentence within the original Terms and Conditions that only applies to California resident, the admin can highlight it, and click on the “Add Object” button. That allows the admin to add conditions to the selection. If the state of the customer is “California,” that Object (text) will be visible within the section.
Start Completing at the Speed of Lightico
Instant eSignatures, Payments, Document Collection & More
Read This Next
Mitigating Bill Shock: Top 5 CX Practices for Financial Service Providers
In today's fast-paced world, customers demand seamless experiences and effortless interactions with financial service providers.…
Read MoreCombatting Fraud with Lightico’s Advanced Identity Verification Capabilities
The Increasing Importance of Authenticating Customer Identity Companies operating in heavily regulated sectors such as…
Read MoreHarnessing the Power of AI in Lending: Leveraging Artificial Intelligence to Revolutionize Loan Originations Servicing and Document Management
Artificial intelligence (AI) has revolutionized various industries, including financial services and lending. The digitization of…
Read More