SMS

This article will guide you through utilizing all the SMS functions available in Oneflow.

When you activate SMS on your account, you unlock a range of powerful features. Enabling SMS provides access to the following options:

• Sign documents with a 6 digit code  - Signing with SMS provides an additional layer of identification in signatures. 
• Send document invitations and notifications. 
• Use two step authentication - This method ensures that only the intended recipients can access documents you send for signing.

NOTE
This feature is only available for the price plan Business and above.

INFORMATION
Only account administrators can activate SMS.

Enable SMS

1. Go to Admin > Extensions > Click on SMS > Enable SMS.

Use SMS as a signing method for a participant

1. Create a new document.
2. Add a counterparty and fill in all necessary details, including the phone number.
3. Select SMS verification as sign method.
4. Confirm > Send.

Use SMS as delivery channel for a participant

1. Create a new document.
2. Add a counterparty and fill in all necessary details, including the phone number. 
3. Select SMS as the Delivery channel. 
4. Confirm > Send.

When you send the document, your counterparty will receive an SMS with a link to the document. If they wish, they can forward the SMS link to their e-mail.

Set SMS as default method on a template

How to select SMS as the default sign method and delivery channel:

1. Go to Templates > Open a template. 
2. Go to Settings > Open Signing and security > Choose SMS in the dropdown list for Signing method and Delivery channel.

Managing SMS Notifications with Extensions

Extensions allow you to customize which notifications are sent via SMS. Two standard notifications, which cannot be disabled, are the following:

• Invitation to a Document: You will receive an SMS notification when a counterparty has been invited to a document.
• Signing Completion: An SMS alert will be sent when the signing process is successfully completed.

You can configure your SMS notifications using extensions to tailor your communication preferences.

Use SMS as two-factor authentication for documents

Two-factor authentication (2FA) is an effective way to enhance the security of your documents. This method ensures that only authorized recipients can access the documents you send for signing.

As part of the two-step authentication process, the counterparty will be required to enter a security code to access the document. This security code can be delivered either via email or SMS, adding an extra layer of security to document access.

Use SMS as two-step authentication for logging in

Two-step authentication enhances the security of your login process. When you enable two-step authentication, you'll be required to enter a second password, often referred to as a security code, in addition to your regular login credentials. This extra layer of security helps protect your account from unauthorized access.