Whatsapp Invitations and Notifications

In addition to SMS and Emails, communications can be sent to the invitees via WhatsApp messages as well. WhatsApp provides a better experience and robust delivery.

WhatsApp can be activated for the invitees with their phone numbers. Once activated they will receive WhatsApp messages instead of SMS. (Not applicable if the phone number isn't available on WhatsApp)

Activating the Whatsapp Invitations and Notifications 

Step 1: Click on the “Account” option then go into the ‘Department’ tab and then click on the ‘Invitee configurations’

Step 2: Switch on the ‘ Enable WhatsApp for Communications with Signers’ toggle

Configuring Whatsapp Invitations and Notifications in the new document flow

Once the document is created, on the invitee page, enter the invitee's phone number to send the document for signing or reviewing.

Note:  The user can turn the toggle off for “Activate WhatsApp” (in case no number is provided).

Note: If the user enters only an Email ID and activates WhatsApp. On Saving the details, a toast message will be shown “WhatsApp can’t be linked to an Email ID” and Toggle for “Activate WhatsApp” would be turned off 

Turn on ‘Send Whatsapp Notification’ under the invitee level options 

 When the user completes the Invite and clicks on Next, If the expiry day is more than 2 days and WhatsApp is enabled for at least 1 invitee, the user will be shown a warning as below.

Note: The expiry of the document can be changed, click here to know the steps to change the expiry of the document

Configuring Whatsapp Invitations and Notifications in the workflow:

While creating the workflow, - on the ‘invite’ configuration step, toggle on “Activate WhatsApp” for the invitee .

If the user selects ‘enter both’, toggle for “Activate WhatsApp” will be shown under Phone Number.

Note:  For WhatsApp-enabled invitees, only WhatsApp messages (not SMS) would be sent.

Whatsapp Notification & Messages

Click on “eSign Now” button to sign the document.

The invitee will receive other messages too such as reminders, expiry, and completion notifications.

• Related Articles

• DOCUMENTS TAB

  Use the Documents Tab to set document related configurations for your Leegality account, to avoid manually configuring the settings for each document sent from/received in your account.  From the Documents Tab, you can set the following ...

• Branding

  This feature allows you to customize the appearance of signature pages and notifications by incorporating your brand name, logo and brand colors. You can upload your own brand logo in either .jpg, .jpeg or .png formats. All documents for which ...

• Document Settings

  Use the Documents Tab to set document related configurations for your Leegality account, to avoid manually configuring the settings for each document sent from/received in your account. From the Documents Tab, you can set the following configurations ...

• CC

  Introduction The CC feature allows you to add contacts to the document journey who may or may not be signers/reviewers in the document but who need to receive updates (as configured by the sender) in order to remain privy to the progress of the ...

• Users

  The “Users” tab gives you access to the list of users in your account. Additionally, you can edit the user's organizational role and restrict/grant/lock/unlock access to various Leegality functions from this tab. User Roles Three organizational roles ...