Signing invitations via WhatsApp
Make invitations easier to access through a familiar channel. WhatsApp signing depends on your plan and account configuration.
How it works
- Prepare the document and choose the required signers.
- Check whether the WhatsApp channel is enabled for your plan.
- Send invitations and track status in the platform.
Before sending invitations
- Confirm that the channel is enabled for your account and workflow.
- Check signer phone numbers and keep an alternative contact method.
- Track status in the platform and handle pending invitations according to your team's process.
Good practices for invitations
- Confirm that the channel is contracted and enabled before promising WhatsApp delivery.
- Check the phone number and explain why the participant is receiving a request.
- Keep an alternative contact method and follow up on incomplete invitations.
Frequently asked questions
Is WhatsApp signing included in every plan?
Availability depends on your plan and enabled channel. Confirm current terms with the VikaSign team.
Does WhatsApp replace the signature process?
The channel can make an invitation easier to receive. Signing is completed through the workflow configured in the platform, subject to the plan and enabled features.
Is the channel available on every plan?
Not necessarily. Review the feature comparison and confirm current terms for your account with the VikaSign team.