Introduction
Sending documents via text (SMS) is an efficient way to ensure recipients receive and sign documents promptly, especially when email might not be the preferred method. This guide will walk you through the steps to send documents via SMS using BoloSign.
Step-by-Step Guide to Sending Documents via SMS
1. Start creating your document by clicking on "PDF".
2. While Uploading the document you'll get an option to "SEND VIA SMS"
3. Tick the option to enable this feature.
4. Enter the name of the recipient and their phone number.
5. Please enter a message for the recipient that will be displayed when they receive the SMS.
6. Click on "Confirm"
7. Add all the relevant fields as per the requirement of your document.
8. Click on "Send"
9. Click on "Send Via SMS."
Please note that one SMS credit will be deducted.
MOBILE VIEW-
10. The Recipient will receive the text to sign the document.
11. The text will contain the link and SMS body.
12. The link will redirect your recipient to the signing process.
13. Once the document has been signed, the recipient will receive the following message:
14. Again, the recipient will receive a text message to view the signed document.
FAQs
How do I send documents via SMS using BoloSign?
Start creating your document, enable "Send Via SMS," enter the recipient's details, customize the message, confirm, add necessary fields, and send the document via SMS.Is there a limit to the number of documents I can send via SMS?
The number of documents you can send via SMS depends on your SMS credits.Credits will be deducted based on the number of recipients added in the contracts.
Can I customize the message sent with the SMS?
Yes, you can type a personalized message to be sent along with the SMS link.How do recipients sign the document received via SMS?
Recipients click on the link in the SMS, which redirects them to the online signing interface where they can sign the document.Is the signing process secure when sending documents via SMS?
Yes, the signing process is secure, and recipients are redirected to a secure signing interface via the link in the SMS.
Conclusion
Sending documents via text (SMS) using BoloSign is a convenient and efficient way to collect signatures, especially when email might not be the best option. By following these steps, you can ensure that recipients receive and sign documents promptly, enhancing the overall effectiveness of your document management process with BoloSign. This feature streamlines communication and ensures timely document completion, making it a valuable addition to your document workflow.