Delivery channels
Oneflow offers several ways to deliver a document to a counterparty.
Provided that you have enabled them under marketplace, three options will be available:
- SMS
- Same device.
IMPORTANT
Only Administrators can enable other delivery methods besides e-mail - Which is enabled by default.
The most common way to deliver a document is via e-mail.
How to select Email as a delivery channel
- Open or create a new document.
- Fill in your counterparty's details, including the email address.
- Select E-mail as the Delivery channel.
- Confirm > Send!
Your counterparty will receive an e-mail with a link to your document.
SMS
If you select SMS as a delivery channel, once you hit Send, the system will send the invitation via SMS, which will cost 1-2 SEK (depending on the length of your message).
How to select SMS as a delivery channel
- Open or create a new document.
- Fill in your counterparty's details, including the phone number.
- Select SMS as the Delivery channel.
- Confirm > Send!
NOTE When you send the document, your counterparty will receive an SMS with a link to the document. If they wish, they can forward the document to their e-mail.
Same device
This delivery channel is used when your counterparty can view your offer on the same device as you, perhaps in a store or a meeting.
How select Same device as a delivery channel
INFORMATION
The Same device delivery method will require a Signatory counterpart to confirm their identity via SMS verification or electronic identification.
- Open or create a document.
- Click Add counterparty & fill in your counterparty's details.
- Select Same device as the Delivery channel.
- Select an Electronic ID or SMS verification as sign method.
- Click on Start signing and choose who should sign.
A new tab will open where your counterparty can confirm their identity and sign.