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Send Invitations by Text Message (SMS)
Send Invitations by Text Message (SMS)
Invite clients to Smart Forms by sending an SMS right to their phones.
Jeremy Peskin avatar
Written by Jeremy Peskin
Updated over a week ago

You can invite your clients to complete a Smart Form via text message (SMS) right to their phones. Since Docketwise is mobile responsive, your clients will have no problem answering the questions on any smartphone. Here's how:

  • In your Forms tab, click the invite button

  • Click the Invite a Contact button and type in the contact's name

  • Select the option for Text Message and enter your client's mobile phone number

  • Click on Invite

  • Once the invitation is sent, you'll be able to monitor whether it was delivered successfully and whether your client has opened it and submitted the form for review

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