Select a Number for Outgoing Texts

How to select your firm's texting number. 

• Navigate to the  Icon in the top right corner of your account and select Account Settings.

• Scroll down to the Additional Features section and find the Client Texting integration. 
• Click Manage.

• A pop-up window will appear.
• Type in desired area code.
  • 

• Click Next.
• Select the number you wish to make your permanent text number.
  • If no numbers match your selected criteria, click Prev and try an alternate area code.

• Click Confirm. Note that this number cannot be changed after it is confirmed.
• You have successfully set your text number. This is the number your clients will see when the firm sends text messages.
• NOTE: This can only be done by a firm administrator or a user with the permissions "Administration Settings Page Access" and "User Is Allowed To Access SMS Text Number Selection Wizard".