Sometimes you want to manually send out a reminder to the recipients to sign the document. In our web app on the desktop, you can do that from either the deal board if it's a sales document or in the document summary via the document action menu.

How to manually send out an SMS reminder from the document action menu

  1. Go to the active document.

  2. Click on the three dots up in the right corner.

  3. Choose "Send SMS".

  4. You can change the message to personalize it (up to 230 characters). You will see to the right how the text message will look like for the recipient.

  5. Edit the phone number.

  6. Hit "Send".

  7. Done!

Psst!

Did you know that you also can send an SMS reminder from our mobile app?

Did this answer your question?