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.

Deliver Document via SMS from Draft

When you have created a draft and want to send the document, make sure you have a mobile number in the recipient's contact information and that you include their country code.

Finish preparing the doc by working through the tabs in the top right.

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

Check Also send document link by SMS and hit the send button.

Deliver Document via SMS from an already sent out 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 optional 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 SMS reminder to all recipient(s).

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