How to use SMS functionality
Note: Before using the SMS function, you must create an account with either, a TAPI provider, or an Email to SMS provider.
Sending a SMS using TAPI
Open the Config window
1: Click Admin from the Menu.
2: Select Config from the drop-down list - the Config window will open.
Enter your SMS provider account details
1: Click the SMS tab - the SMS config window will open.
2: Select your SMS provider from the drop-down list.
3: Fill in your Account details that you have with the SMS provider.
4: Click OK to save and close the window.
Sending a SMS using an Email to SMS provider.
Open the Config window
1: Click Admin from the Menu.
2: Select Config from the drop-down list - the Config window will open.
Enter your SMS to Email provider account details
1: Click the SMS tab - the SMS config window will open.
2: Select the Use Email Option from the drop-down list.
Fill in your account details.
1: Fill in your email to SMS acount details.
NOTE: Most users will need to tick the Replace Leading 0 with 44 check-box.
Open the send SMS window
1: In a client's window press the Document Library tab - the Document Library window will open.
2: Select the Document you require to send as a SMS. Note: The SMS button will only be enabled for Documents that have been set as SMS templates. Click here for instruction.
3:Click the SMS button - the SMS window will open.
Send the SMS
1: The message body is created from a mail merge of the body of the document template which you can edit here.
2: Click Send and the SMS will send to the mobile number of the recipient set in the template options and is shown at the top of the window.
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