1: Click Admin from the Menu.

2: Select Document Library from the drop-down menu - the Document Templates window will open.

1: Select the document required to edit.

2: Click edit - the template's window will open.

1: Select from the drop down list to determine which mobile number will recieve the SMS.

2: Tick the SMS check box to enable SMS.

3: If Email & SMS is unchecked a message will only be texted via an action if the recipient has an no email address - if it is checked, the message will be texted via an action even if the recipient has an email address

4: The SMS Sender entry can be left blank by default. It can be used to determine the sender number displayed on the recipients message.

5: Click Edit Body Of Document to create the template text using word. NOTE; If using email to SMS provider, in order that no virus messages should appear in the sent text message, a code should be added at the ent of the template in Word. Please ask your provider for their code.

6: Click OK to save and close the window.