Navigate to Send Settings > Send Agreement Notifications through
Last updated on
Jun 21, 2025
Alert:
This article contains prerelease information. Release dates, features, and other information are subject to change without notice.
Let recipients sign faster by delivering agreements directly to their phone—no email required.
Enterprise-tier Acrobat Sign accounts can send signing links to recipients by SMS or WhatsApp. This mobile delivery option helps ensure faster response times, especially when email access is limited or when recipients rely on their phones.
You can configure delivery per recipient using:
- Email only (default).
- SMS or WhatsApp — requires a phone number and country code.
- Email + SMS/WhatsApp — delivers notifications through both channels.
Use mobile delivery when:
- Recipients need to act quickly.
- Email access is unreliable or delayed.
- Your users are primarily mobile-first.
- You're working in high-turnaround or field-based environments.
Configuration
Availability:
SMS/WhatsApp link notification is available for enterprise license plans only.
Configuration scope:
The feature can be enabled at the account and group levels.
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Enable SMS and/or WhatsApp notifications.
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Accept the prompt confirming that this feature uses Phone Authentication transactions.
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Set a default country code.
Each delivery method requires a default country code, which admins configure separately.
Senders can update this value on the Compose page.
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Save the configuration.
How senders use the feature
When enabled, senders will see a Delivery method dropdown on the Compose page for each recipient.
You can choose to send:
- Email only – The default method.
- SMS or WhatsApp – Requires a valid phone number and country code.
- Email + SMS/WhatsApp – Sends notifications by both methods.
What the recipient sees
Recipients receive a brief message with:
- Your name (or your organization’s name).
- The name of the agreement.
- A secure link that opens the agreement directly.
If the agreement uses authentication, the recipient must verify their identity before they can view or sign.
Transaction usage and limits
Each recipient consumes one phone transaction when the agreement is sent. That transaction includes:
- One initial "Please sign" message.
- One reminder message.
- One message after signing or when delegated.
If you schedule additional reminders:
- Each additional reminder consumes another transaction.
- Only one message is sent per reminder—recurring schedules (e.g., daily, weekly) are not followed.
Tip:
Email reminders are unaffected and follow their full schedule without consuming phone transactions.
Delegation behavior
SMS/WhatsApp delivery doesn’t support delegation flows.
If a recipient delegates the agreement, the new recipient receives links only by email, even if SMS/WhatsApp was enabled for the original recipient.
Monitor transaction usage
Administrators can monitor phone-based transaction usage:
Go to Send Settings > Send Agreement Notifications
Hover over the Track Usage link.
The tooltip shows usage for:
- SMS/WhatsApp delivery usage.
- Phone authentication usage.
What shows on the Manage page
- If email delivery is used, the recipient’s name or email appears normally.
- If using SMS/WhatsApp notifications only:
- The recipient appears as a partially masked phone number (e.g., XXXXXX1212@sms.adobesign.com).
- The full number is shown only in recipient settings (e.g., when editing authentication).
Agreements sent only by SMS/WhatsApp do not appear on the recipient’s Manage page if they have an Acrobat Sign account.
When viewing the individual recipient records (when replacing the recipient or editing the authentication type), the phone number is presented unmasked:
Audit Report and Activity log
SMS/WhatsApp delivery is clearly recorded in:
- The Audit Report.
- The Activity log.
Only the last four digits of the phone number appear for privacy
