Secure docs link via SMS

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revellbikes
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Re: Secure docs link via SMS

Post by revellbikes » Thu Jun 20, 2019 6:45 pm

I've setup secure docs for 3 or 4 sites and most if not all opted for the option of having one main view of all docs, rather than singular document access. It was deemed easier for reminders and people signing multiple things at once.

Multicase type should be possible but from memory, but I think the questions must be the same so you can't have 'vehicle reg' on a conveyancing file for example. It is doable though.

JT1990
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Re: Secure docs link via SMS

Post by JT1990 » Mon Jun 24, 2019 2:44 pm

Enigma wrote:
Thu Jun 20, 2019 4:11 pm
Checked with 2SMS and there is functionality to do this with them.

I need to test it at some point, but sounds hopeful!
Wow that's great since we utilise 2SMS. Have you looked into it at all yet?

Enigma
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Re: Secure docs link via SMS

Post by Enigma » Mon Jun 24, 2019 3:08 pm

Hi JT,

Not yet sadly!

But below is how to use the email to sms method if you get a chance to give it a go before I:
Option 1: email2sms.com

Send an email to email@2sms.com
With the format
id:
password:
message:
number
end

e.g.
id: joe.blogs@2sms.com
password: mypassword
message: This is my message
07501234567
End

The message and number can be repeated for bulk sends, anything after the end omitted, aka email signatures


Option 2: number@txt2sms.com

Send a message to number@txt2sms.net
E.g. 07501234567@txt2sms.net

Anything in the subject line and body is then sent as a text


Option 3: number@customdomain.com

Same as Option 2 however the last part of domain is custom domain which gives the customer the illusion that it is not a third party service
The ID and Password being the SMS credentials used either in System Parameter Maintenance or via the Task Server Job.

The Bulk send that is referred to above is essentially structured like this:

Message sends to the number after it, and then the next message to the next number etc. etc.
id: joe.blogs@2sms.com
password: mypassword
message: This is my first message
07501234567
message: This is my second message
07501111111
message: This is my third message
07502222222
End

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