--- sidebar_label: SMS Settings sidebar_position: 12 description: Manage your dedicated business SMS number, shared-number fallback, monthly usage, extra credits, and number release. --- # SMS Settings Use **Settings > SMS** to manage your organization's texting setup, usage, SMS credits, and dedicated sending number. SMS settings control the account-level setup. The transaction **Messages > SMS** tab is where users send messages, reply to conversations, use SMS templates, attach files, and send to multiple contacts. ## Business number Paid organizations can use a dedicated business phone number for outbound SMS. Provisioning a number requires a paid plan; if your plan does not include SMS access, DocJacket blocks setup and shows the plan requirement. From SMS settings, you can: - Search available phone numbers by area code - Open the search dialog with suggested numbers, or leave the area code blank to see available options - Choose a number - Set up the selected number - See the city or region associated with the number when available - Confirm which number is currently active If you do not have a dedicated number, DocJacket can fall back to the shared DocJacket sending number. The SMS tab still lets you send from that shared number when your plan and usage limits allow it. ## Plan and usage The **SMS Plan** card shows: - Whether SMS is available on the organization's plan - The number of texts used in the current billing period - The number of included and purchased texts available - Whether the organization is using purchased credits - Any block reason, such as free-plan access or the monthly hard limit Free plans cannot send SMS. DocJacket shows the plan requirement and reminds users that portal chat is always free. ## Credits and overages When the organization uses its included monthly texts, DocJacket prompts users to buy more credits. Click **Buy 250 More - $5** to start checkout for an additional credit block. Purchased credits apply to the current monthly usage bucket. If the organization reaches the monthly hard limit, DocJacket blocks additional SMS sends and prompts the team to contact support. ## Sending and replies To send a direct message from a transaction, open the transaction, go to **Messages > SMS**, and click **New Message**. From the SMS tab you can: - Send to one transaction contact - Send to multiple contacts - Reply in an existing thread - Attach a file - Use a saved SMS template - Review unread counts, typing indicators, delivery status, and inline action cards when available Threads may show SMS, Portal, or Email badges depending on how the contact is communicating. Portal chat is separate from SMS and does not count against SMS usage. Contacts with portal access can reply through the portal instead of using text credits. Replies return to the same message thread automatically, so the conversation stays attached to the transaction. ## Sending safeguards Before sending, DocJacket checks the recipient phone number, unresolved merge fields, SMS opt-outs, quiet hours, duplicate sends, and monthly usage limits. If a contact has already received several texts that day, DocJacket shows a warning before the user sends another text. Users can continue only after confirming the send. ## Releasing a number The **Danger Zone** appears when your organization has a dedicated number. Releasing a number permanently gives it up. Contacts who saved that number will no longer recognize your texts, and you cannot get the same number back. Your account falls back to the shared DocJacket number after release. When a number is released or a new number is provisioned, existing transaction conversations stay attached to their transactions, but future SMS sends use the currently active sending number.