How to send a document via SMS

How to send your docs out through text message

Updated over a week ago

Available on our Professional and Enterprise Plus plans.

There are two ways you can send out your document via SMS. Either initially after preparing the document or after you have already sent it but want to resend the document to the recipient.

Please note!

  • If SMS is not available when sending documents, you need to make sure that SMS sendings are enabled under your entity Security settings.

  • This can only be done by an Admin on the entity

How to be able to send a document via SMS

Add a mobile number to your recipient

  1. When you add or edit a contact, make sure that the mobile phone field has a mobile number added:

Toggle on "Also send document link by SMS" when preparing the document to be sent

Once you are done preparing your document it is time to send it.

When you click on Prepare for sending under the Sending tab you will be able to enable it to be sent as an SMS according to the guide below:

  1. After clicking "Prepare for Sending" you will have a window pop up asking you about delivery options.

  2. Make sure to toggle ON "Also send document link by SMS"

How to send the document as an SMS on a sent document

If you have already sent the document, you can resend the document to a recipient via SMS.

  1. Open the document's summary page

  2. Click on the recipient's action menu (a small grey box with three dots)

  3. Click on Contact recipients

  4. Click on Send SMS

  5. If not entered, enter the phone number and the text message that the recipient shall receive

  6. Click on Send

  7. Done!

Please note!

  • Make sure to keep the {{document.url}} snippet in the message so they can click and open the document.

  • You can also click on Contact Recipients to send an SMS reminder to all recipient(s).

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