How to send signature requests via SMS in the BoldSign mobile app?

The BoldSign mobile app supports sending signature requests and document notifications via SMS. When SMS delivery is used, recipients receive an SMS containing a secure link to access and sign the document.

Requirements to use SMS delivery

To use the SMS delivery feature, ensure that the following requirements are met:

• You must have an active paid BoldSign subscription on the Business plan or higher.
• You must purchase the SMS add-on, which is billed at $0.20 per SMS sent.

Send signature requests via SMS

Follow these steps to send a signature request using SMS delivery:

1. Tap the + button from the bottom navigation bar on the Dashboard screen.

2. Select Create New Document.

3. Upload the document that requires signatures.
4. On the Add Recipient screen, the delivery option is set to Email by default.
5. Select SMS from the Delivery Option dropdown.
6. When SMS is selected, enter the recipient’s:
   • Name
   • Phone number
7. Tap Add Recipient to save the recipient.

8. Complete the document preparation process as usual.
9. Send the document for signature.

Once the document is sent, the signer receives an SMS containing a secure link to access the document.

SMS notifications

SMS notifications are sent for the following events:

• Signature requests
• Document expiration warnings
• Document deletion warnings
• Manual reminders
• Signature completion notifications

SMS delivery limitations

The following limitations apply when using SMS delivery:

1. Email OTP authentication is not supported for documents sent using SMS delivery.
2. SMS notifications are sent only to signers and not to CC recipients.
3. Signers cannot reassign documents when SMS delivery is used.
4. Signers using SMS delivery do not receive automatic reminders.
5. SMS delivery is not available for group signers.
6. Advance alerts are not sent when the Alert signers in advance for sign-in-sequence documents option is enabled.
7. SMS notification content is managed by BoldSign SMS service and cannot be customized.