What’s New?
- 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 personalized messages.
- Adjust the sending channel directly in workflows or on individual sends for flexibility.
How to Use
- 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.
- 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.
- 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.
- 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.
- View Users contact information now while adding recipients in documents
Why We Built It?
- Accounts told us that emails often get ignored, but SMS messages get seen immediately. This update ensures:
- Documents reach clients faster through their preferred channel.
- Global defaults save time, while individual sends allow customization when needed.
- With SMS delivery, your documents are now faster, smarter, and more reliable
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article