How to send signature requests via email and SMS in the BoldSign mobile app?
The BoldSign mobile app allows you to send signature requests and document notifications through both email and SMS. When a document is sent, recipients receive a secure signing link by email and text message, allowing them to review and sign the document from their device.
Who can use this feature?
This feature is available to customers on a Business or higher-tier paid plan with the SMS add-on enabled.
Prerequisites
Before using Email & SMS delivery, ensure that:
- You have an active BoldSign Business or higher-tier subscription.
- You have purchased the SMS add-on.
- You have the recipient’s email address and mobile phone number.
The SMS add-on is billed at $0.20 per SMS sent.
Send signature requests via email and SMS
Follow these steps to configure Email & SMS delivery for signers:
- Tap the
+button from the bottom navigation bar on the Dashboard screen.
- Select
Create New Document.
- Upload the document that requires signatures.
- On the Add Recipient screen, open the Delivery options list.
- Select
Email & SMS.
- Enter the recipient’s:
- Name
- Email address
- Phone number
- Tap Add recipient.
- Complete the document preparation process as usual.
- Tap
Sendto send the document for signature.
Once the document is sent, the recipient receives both an email notification and an SMS notification containing a secure signing link.
Access the document
Sign using the email notification
- Open the email notification.
- Tap
Review and Sign.
Sign using the SMS notification
- Open the SMS notification.
- Tap the secure signing link.
SMS notifications
When Email & SMS delivery is enabled, SMS notifications are sent for the following events:
- Signature requests
- Manual reminders
- Document completion notifications
- Document deletion warnings
- Document expiration warnings
Limitations
The following limitations apply when using Email & SMS delivery:
- SMS notifications are sent only to signers and not to CC recipients.
- Signers cannot reassign documents when the delivery mode is Email + SMS.
- Automatic reminders are not sent through SMS.
- Email & SMS delivery is not supported for group signers.
- SMS notification content cannot be customized.
- If the SMS notification budget limit configured in your subscription preferences is exceeded, notifications for previously created documents will continue to be sent. Any additional usage will be accounted for in the next billing cycle.
- If SMS delivery is unavailable in your region, contact the BoldSign Support team for assistance.
