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Document Delivery via SMS

Document Delivery via SMS

In today’s fast-paced communication landscape, ensuring documents are seen, reviewed, and signed quickly is crucial. Sending documents via SMS allows users to deliver important files directly through text messaging, offering a faster and more direct communication method. This article outlines the functionality, benefits, and step-by-step instructions for using SMS for document delivery, along with useful tips and answers to common questions.

Key Features & Benefits

  • Flexible Delivery Options: Choose between SMS only or a combination of SMS and email for maximum visibility.
  • Global Defaults: Save time by setting default delivery methods for all document sends.
  • Custom SMS Templates: Personalize messages using predefined snippets to create a consistent and clear user experience.
  • Workflow Integration: Send documents automatically via SMS within automation workflows.
  • Individual Send Control: Override global defaults as needed for specific recipients or use cases.
  • Improved Reach: SMS messages are generally seen faster than emails, increasing the chances of prompt action.

How to Use

1- Set Global Defaults

Section titled “1- Set Global Defaults”
  • Go to Documents & Contracts → All Documents and Contracts → Settings → Customer Notifications

  • For both Document Received and Document Signed, select your preferred delivery method:

    • SMS only
    • Email + SMS

  • Click Save

2- Create SMS Templates (Snippets)

Section titled “2- Create SMS Templates (Snippets)”
  • Navigate to Marketing → Snippets

  • Click New Snippet and select SMS as the type

  • Draft your message (e.g., “Your document is ready. Please review and sign.”)
  • Save the snippet — it will now be available for future use

3- Send Documents Individually

Section titled “3- Send Documents Individually”
  • Open the document you want to send
  • Click Send

  • Choose the delivery channel: SMS, Email, or Both
  • Review and send

4- Send Documents via Workflows

Section titled “4- Send Documents via Workflows”
  • Open Automation → Workflows
  • Add a Send Document action
  • Choose your delivery method (SMS, Email, or Both)
  • Save the workflow

FAQs

Section titled “FAQs”

Question: Can I send documents using SMS only? Answer: Yes, you can select SMS as the sole delivery method either globally or during individual sends.

Question: What happens if I choose Email + SMS? Answer: The document will be delivered through both channels to ensure maximum visibility.

Question: Can I personalize SMS messages? Answer: Yes. Create reusable SMS templates using snippets, allowing for consistent and personalized communication.

Question: Do workflows always use the default SMS content? Answer: Yes. Workflows pull the default content set in snippets, but you can create variations if needed by adjusting the workflow logic.

Question: Is it possible to see a recipient’s contact info before sending? Answer: Yes. When adding recipients to documents, their contact information is visible to ensure accuracy.

Question: Can I choose different delivery methods for individual documents? Answer: Yes, you can override global settings and select a custom delivery method (SMS, Email, or both) for each document sent.Question: How can I save time when sending documents if I usually prefer the same delivery method?Answer: You can set Global Defaults for all your document sends within the “Customer Notifications” settings, which automatically applies your preferred delivery method (SMS, Email, or both) to every document.