Once the Enable sending messages to mobile setting is enabled and the corresponding add-on is purchased, you will be able to send e-signature requests to recipients on their mobile phones. Recipients can then manage the entire e-signature process on their mobile devices, enabling them to receive signing links, delegate requests to other signers, receive reminders and access the final signed document, all via their mobile phones.
Three new columns, Country, Mobile and Delivery, will be added to the Add Recipients section. Here, you'll need to enter each recipient's country code and mobile number, as well as select the delivery method for the message.
To select the delivery method click on the gear icon in the Delivery column.
By clicking the icon, you can choose whether the recipient receives the signing request via email, mobile, or both. Additionally, if the Access Authentication and/or Re-verify Each Signer Before Document Submit settings are enabled, you can also select where the verification code will be sent.
If you choose to send the message and/or verification code to the recipient’s mobile, you must also select whether it will be sent via SMS, WhatsApp, or both.
View of a signature request sent via WhatsApp
View of a signature request sent via sms