NexOne Legacy Signing sessions via SMS

Owned by Holley Vosburgh
Last updated: Dec 21, 2020 by Marianne Desrosiers (Unlicensed)
2 min read

In a rush to send out your signing sessions? Clients would prefer to sign their documents via SMS instead of email? This option is now possible with NexOne Sign.

 

Be advised only available if the initial signing session had already been created and sent out by email. The SMS option is only available as a resend and only available for pending signers.

Follow the steps below to send out a signing session through your NexOne Sign dashboard.

1.Click on signatures, then in your signature section you’ll find the documents that have been sent out, click on the link to open the signature session.

2.Click on edit signing session

3. Click on edit signers & documents

 

4. To send out an SMS

1.Click on the pencil
2. Add a cellphone number
3. Click “Send SMS”

 

Clients will receive the same version by phone as they would by email.

They have the option to download the signed documents on their phone. If they forgo this step, they will receive a copy regardless by email.

Completed!