Who This Is For / When to Use
This feature is for Kyrios users who want to:
Increase document open and signature rates
Deliver contracts faster than email alone
Automate document delivery through workflows
Control delivery methods at both global and individual send levels
What Document Delivery via SMS Does
Document Delivery via SMS sends a secure document link to the recipient’s mobile number.
Key behaviors:
SMS can be used alone or combined with email
Delivery settings can be applied globally or overridden per send
SMS content is controlled through reusable snippets
Workflows automatically use the configured SMS content
Delivery Methods Available
You can choose one of the following delivery methods:
SMS only
Email + SMS
These options are available:
As global defaults
During individual document sends
Inside workflow-based document actions
Set Global Default Delivery Settings
Global defaults define how documents are delivered by default.
Steps
Go to Documents & Contracts → All Documents and Contracts → Settings → Customer Notifications
Locate Document Received
Select one option:
SMS only
Email + SMS
Repeat the selection for Document Signed
Click Save
These settings apply to all documents unless overridden during sending.
Create SMS Message Templates (Snippets)
SMS content is managed using snippets.
Steps
Navigate to Marketing → Snippets
Click New Snippet
Select SMS as the snippet type
Enter your message content
Example: “Your document is ready. Please review and sign.”
Save the snippet
Saved snippets are reusable across documents and workflows.
Send a Document via SMS (Individual Send)
You can choose the delivery method each time you send a document.
Steps
Open the document you want to send
Click Send
Choose a delivery option:
SMS
Email
Email + SMS
Review recipient details
Send the document
This selection overrides global default settings for that document only.
Send Documents via Workflows
Documents can be sent automatically via workflows.
Steps
Go to Automations → Workflows
Add a Send Document action
Select a delivery method:
SMS
Email
Email + SMS
Save and publish the workflow
Workflows use the default SMS snippet content assigned to document notifications.
Delivery Behavior Notes
SMS messages include a secure document access link
Recipients must have a valid phone number on their contact record
SMS delivery is logged in the contact’s activity history
Signed documents continue to follow standard Kyrios document tracking
Common Issues and Fixes
Document was not delivered by SMS
Confirm the contact has a valid mobile phone number
Verify SMS is selected as a delivery method
Check global Customer Notification settings
SMS message content is incorrect
Review the assigned SMS snippet
Update the snippet content if needed
Resend the document after saving changes
Workflow sent the wrong message
Workflows always use default snippet content
Create a separate workflow with a different snippet if variation is required
FAQ
Can I send documents using SMS only?
Yes. You can select SMS only as the delivery method globally or during individual sends.
What happens if I choose Email + SMS?
The document is delivered through both channels to maximize visibility.
Can I personalize SMS messages?
Yes. SMS messages are created using snippets, which can include personalized content and reusable wording.
Do workflows always use the default SMS content?
Yes. Workflow-based document sends use the default SMS snippet content configured for document notifications.
Can I see recipient contact details before sending?
Yes. Recipient contact information is visible when adding recipients to a document.
Can I choose a different delivery method for one document?
Yes. Individual sends can override global delivery defaults.
How do I save time if I always use the same delivery method?
Set Global Defaults in Customer Notifications so your preferred delivery method is applied automatically to all documents.