Send Documents and Contracts via SMS

1. Global Defaults for Document Notifications

• 1. From the left-hand menu, click on Payments, then select the Documents & Contracts tab.
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• 2. Click on the Settings button (gear icon) in the upper-right corner.
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• 3. Go to Customer Notifications in the left-hand menu.
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• 4. Under 'Document received', check the SMS Notifications option. You can choose an SMS template by clicking Manage and selecting from your saved snippets.
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• 5. Under 'Document signed', check the SMS Notifications option and choose your SMS template.
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2. Create SMS Templates with Snippets

• 1. From the left-hand menu, click on Marketing.
• 2. At the top, select the Snippets tab.
• 3. Click the + Add Snippet button in the top-right corner.
• 4. Choose Add Text Snippet to create an SMS snippet.
• 5. Enter your message content and save the snippet.
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3. Send Documents Individually

• 1. From Documents and Contracts Dashboard, create a new document or open the existing document you want to send.
• 2. Once you have done creating all the info to the document, Click Send.
• 3. From there, select 'Send Document' option.
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• 4. Select the channel: Email, SMS, or Email + SMS.
• 5. If using SMS: Choose your preferred SMS template from Snippets, review, and send.
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4. Send Documents via Workflows

• Automating document sends via workflows saves time and ensures consistency.
• 1. Navigate to Automation → Workflows.
• 2. Add a Send Document action.
• 3. Choose the delivery channel: Email, SMS, or both.
• 4. Save the workflow. The system will use your default SMS content/template.

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• Tags: send documents, contracts, sms delivery, document notifications, snippets, workflows