How to identify documents associated with SMS charges using AI search?

Users who need to review SMS-related activity for billing purposes can use AI search (Beta) to identify documents that may have generated SMS notifications. They can then review recipient information, including phone numbers, and compare the exported data with the SMS charges shown on their PAYG invoice.

Prerequisites

Before you begin, ensure that:

• You have access to the BoldSign account that sent the documents.
• You can search documents using AI search (Beta).
• You can export document form data.
• You know the billing period shown on the invoice (recommended).

Find documents with SMS charges using AI search (Beta)

Follow the steps below to identify documents associated with SMS charges.

Step 1: Open AI search (Beta)

• Navigate to Documents.
• Open AI search (Beta) from the search options.

Step 2: Search for SMS-delivered documents

• Enter a query such as:

  • Documents delivered by SMS
  • Documents sent via SMS during August 2026
  • Documents with SMS recipients

• Include the invoice billing period in the query to narrow the results, if needed.

Step 3: Review document details and recipients

• Open the documents returned by the search.
• Review the document and recipient details to determine whether the document was delivered using SMS notifications.

Step 4: Export form data

• Select Export form data from the context menu.
• Download the CSV file.

Compare exported data

• Open the exported form data CSV file and review the recipient information, including phone numbers.
• Navigate to Subscription > View Transactions, select the SMS filter, and then select Export to CSV.
• Compare the exported form data with the exported SMS transaction records to verify the charges shown on your PAYG invoice.