Sending a document through DocuSign using a text message is one of the fastest ways to get a signature without requiring the recipient to log into a separate portal. This method leverages mobile phone usage, allowing signers to review and approve documents from their pocket with just a few taps. By integrating text messaging into your workflow, you reduce friction and accelerate the signing process significantly.
Understanding the DocuSign Text Messaging Feature
DocuSign does not send texts directly from the application in the way a personal messaging app does. Instead, it utilizes a feature called SMS Delivery, which sends a text message containing a secure link. This link directs the recipient to a mobile-friendly signing page hosted by DocuSign. The security of the transaction remains intact, as the link requires authentication to view the document details.
Requirements for Sending via Text
To utilize this feature, the sender must ensure the recipient’s phone number is correctly formatted in the recipient list. DocuSign requires a valid SMS-enabled phone number to send these messages. If the recipient responds to the text, the conversation is routed through DocuSign’s secure system to protect sensitive information from external threats.
Step-by-Step Process to Send a Document
The process begins when you finalize your document and enter the recipient information. Instead of selecting an email-only option, you will look for the option to send via text message. The platform allows you to input the phone number directly or select a contact from your address book if integration is available.
Customizing the Message
One of the advantages of this method is the ability to add a personal touch. You can usually include a custom greeting or a brief note explaining the purpose of the document. This personalization increases the likelihood that the recipient will open the message promptly and complete the signing action without delay.
Benefits of Text Delivery
Recipients often check text messages more frequently than email, making this the most reliable channel for urgent documents. The mobile interface of DocuSign is optimized for touch, making it easy to scroll through terms and tap to sign. This accessibility is crucial for parties who are not tech-savvy or who are on the go.
Security and Verification
Security is a common concern when sending sensitive data via text. DocuSign addresses this by ensuring that the text message contains only a secure link, not the actual document content. The recipient must verify their identity using a code or a biometric check before accessing the legally binding agreement.
If the recipient does not receive the text, the first step is to verify the phone number format. International numbers require the correct country code. Additionally, ensure that the recipient’s phone carrier does not block shortcodes, as DocuSign uses automated messaging services to deliver these texts. Checking the DocuSign Outbound SMS settings can also resolve delivery failures.
