DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

Website

docusign.com

Industry

Collaboration

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How to enable SMS opt-in trigger events in DocuSign

Here is how to enable sms opt-in trigger events in docusign

First click on the "Admin" link in the top navigation menu
Then scroll down the page to view additional admin options
Next click on the "Connect" option in the left sidebar under the INTEGRATIONS section
Then click on the "Actions" dropdown button next to a custom configuration in the configurations table
Next select "Edit" from the Actions dropdown menu
Then scroll down the page to view the Trigger Events section
Next click on the "Docusign Click" dropdown button to expand it
Then check the "SMS Opt In" checkbox to enable this trigger event
Next scroll down to view additional configuration options and the save button
Finally click on the "Save Configuration" button to save the changes

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Why should you enable SMS opt-in trigger events in DocuSign

DocuSign is a dependable platform designed to simplify digital document management and electronic signatures.

Enabling SMS opt-in trigger events in DocuSign elevates the signing process by seamlessly integrating mobile notifications. This feature ensures recipients are promptly informed, enhancing real-time communication and ensuring no crucial steps are overlooked.

Utilizing SMS opt-ins not only supercharges engagement but also strengthens the document workflow, making it faster, more reliable, and efficient, thus supporting businesses in maintaining smooth operations.

Last update

February 14, 2026

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