Documents and Contracts: Send Documents via SMS now!

• You can now send documents via SMS.
• Send through SMS only, or combine with Email + SMS for maximum visibility.
• Configure global defaults for Document Sent and Document Signed notifications.
• Create and use custom SMS templates (via Snippets) to send personalised messages.
• Adjust the sending channel directly in workflows or on individual sends for flexibility.

1. Set Global Defaults

• Navigate to Documents & Contracts → Settings → Customer Notifications.
• Under Document Received and Document Signed, choose your default delivery method:
• SMS only
• Email + SMS
• Save your settings.

Note:

• Document Received follows defaults but can be overridden later if needed.
• Document Signed will always follow this global setting.

2. Create SMS Templates with Snippets

• Go to Marketing → Snippets.
• Click New Snippet and choose SMS as the type.
• Write your SMS content (keep it concise and clear, e.g., “Your document is ready, please review and sign”).
• Save your snippet — it will now be available when sending documents individually or while setting global defaults.

3. Send Documents Individually

• Open the document you want to send.
• Click Send.
• Select the channel: Email, SMS, or both.

If using SMS:

• Pick your preferred SMS template (created via Snippets).
• Review and send.

4. Send Documents via Workflows

• Open Automation → Workflows.
• Add a Send Document action.
• Choose the channel: Email, SMS, or both.
• Save the workflow.
• Here, the system will follow the default SMS content/template.

5. View Users’ Contact Information When Adding Recipients to Documents

• Agencies informed us that emails are often overlooked, whereas SMS messages are immediately noticed. This update ensures:
• Documents reach clients more swiftly through their preferred channel.
• Global defaults save time, while individual sends allow for customisation as needed.
• With SMS delivery, your documents are now faster, smarter, and more reliable.