You can now send documents via SMS from Topline OS. Enter a mobile number, include a short message, and the recipient gets a secure link to view and sign. Status updates track just like email sends.
What's New
SMS delivery option when sending a document
Secure signing link optimized for mobile
Custom SMS message field
Status tracking for SMS sends alongside email
Works for single or multiple recipients
Tips
Keep the SMS message short and recognizable, for example Your contract from Company Name. Tap to review and sign.
Confirm the phone number format and country code before sending.
For multi-recipient documents, mix SMS and email per recipient preference.
How to Set It Up
Step 1
Open Revenue > Documents & Contracts > Settings.
Step 2
Set up the recipients and the SMS notifications.
Step 3
Review the document fields and roles, then click Send.
FAQ's
Can I send both SMS and email for the same recipient
Yes. Use SMS for quick access and email for a longer, more detailed record if you prefer.
What happens if an SMS fails
You will see a failure note in the timeline. Correct the number or switch to email and resend.
Is the signing experience mobile friendly
Yes. The link opens a mobile-optimized signing flow.
Can I personalize the SMS
You can add a short custom message. Keep it brief and include your brand name.
Does SMS sending cost extra
SMS usage follows your account’s messaging plan. Carrier rates may apply for recipients.