Relevant to: Subscribed Site Operators & Traders - that have opted for SMS capability with bundle
Navigation Tree: All document detail screens
Share any document/artefact—Contract, Delivery record, Order or Invoice—with one click via SMS. To Share via SMS you simply:
Go to the document/artefact you want to share - Contract, Delivery, Order or Invoice.
Click on the send via email & SMS icon (as shown in the image below)
A share popup will appear for you to send via SMS. You can add phone numbers by searching your connections using the contacts name or you can type any Australian mobile number into the field.
💡Note: Multiple numbers can be added, separated by commas if you wish to send it to more than one person.
Once you have added in all the people you wish to share the document/artefact with you can click the share button. You will received a confirmation message that your request to share was successful.
The Platform will send an SMS to each person entered. The SMS sent will look similar to the below example, however AgriDigital will be replaced with the name of the organisation that initiated the share.
Finally, to check the send status, clicks, and views of your shared documents/artefacts, access the new Notifications Sent report, under Reports-> Transactions-> Notifications Sent