Step By Step
- Inform the policyholder that you have just sent a text message link, and they will find it with their text messages.
- Have them open the text messages and tap on the Link.
- The link will open a page showing the rooms to document with your logo at the top.
- Instruct them to tap on the Camera Icon of a room to begin taking photos.
- For some Android users, they may need to select a Camera or Video prior to capturing media.
- Apple users will be able to select photos or videos from the camera screen.
- The camera will open and they can tap the Camera Button to take a photo or Video Record to capture video.
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Tap OK or Use Photo or Retry.
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Add additional photos by tapping the Camera icon again, or Done.
See the articles below to guide the policyholders on how to sign documents remotely with Link.
Downloadable document: Guiding the policyholder to use Link for sending photos and signing documents
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