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SMS Registration

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Erin Gough
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As a result of recent regulation changes, each Org sending SMS messages through Filevine must register their use case by September 30, 2021. Businesses that do not register will be subject to increased message filtering starting October 1, 2021, which could affect message deliverability.

All Orgs that send text messages to U.S. phone numbers must be registered for Tier 1. If your Org requires more phone numbers or messages than Tier 1 allows, you have the option to register for Tier 2. Read more about the messaging tiers below.

Regulation Changes

AT&T and T-Mobile rolled out regulations in early 2021 for messages that are sent from an application to personal cell phones using 10-digit numbers (A2P 10DLC). These regulations are designed to make it easier for businesses to connect with their customers while countering spam over SMS and MMS. 

What This Means for You

As part of these regulations, businesses sending SMS messages through the Filevine application will need to register their use case with these providers. If a business does not register and continues messaging through Filevine, it is likely that they will experience disruption of service. Your messages could be marked as spam or may not be delivered. 

Canadian Users

Any Org using Filevine to send SMS messages to clients in the US must be registered. This includes any Canadian Orgs sending SMS messages to US clients. 

SMS messages to US clients must be sent from a chosen registered number. Once a Canadian Org has registered, they will need to choose the numbers they will use to send messages to US numbers. The numbers available will depend on the chosen messaging tier, but tier 1 will allow you to use up to five numbers for sending to US clients. 

API and Workato Users

If your API calls are sending messages from a Filevine-owned number, these regulations will also restrict the number of messages sent from these locations. If users are using API or Enterprise Automation to send messages through a project and are using one of Filevine’s SMS lines, this will affect them.

Customers using an independent line should verify with their provider (for example, Twilio) if they need to register under these regulations.

Messaging Tiers 

There are two tiers available for Filevine users to register under: Tier 1 and Tier 2. 

Tier registration is on a Filevine Org basis. Businesses with multiple Orgs must select a messaging tier for each active Org within Filevine. 

Tier 1

Tier 1 includes:

Tier 1 will come at no additional cost to you. 

Tier 2

Tier 2 includes: 

Note: Tier 2 comes with an additional per month cost of $99. These regulations will incur costs to Filevine, and we are unable to provide this service for free any longer. Filevine has kept the pricing as minimal as possible while still providing SMS services within its platform and its products. If you are registering for Tier 2 after September 30, 2021, Tier 2 registration comes with an additional one-time start-up cost of $94.

Limits

Beginning October 1, 2021, if you exceed the messaging or Filevine Org phone number limits for your tier, you will begin experiencing delivery failures. Your messages may be marked as spam. In some cases, waiting until the following calendar day to resend will successfully deliver the message, but this is not guaranteed. 

How to Register

All businesses using SMS functionality through Filevine can begin registration by filling out the registration form. Businesses that have chosen Tier 2 will work with their Filevine account representative after filling out the form in order to ensure that all necessary information for Tier 2 is captured.

The following lists the information required for both Tier 1 and Tier 2 registration: 

Tier 1

  • first and last name of authorized representative
  • email
  • up to five SMS-capable Filevine phone numbers you would like to use
  • billing address

Tier 2 Additional Information

  • personal information of authorized representative
    • first and last name
    • email
    • billing address
    • business title
    • job position (for example, director)
  • business name (must be the exact name under which the business was incorporated)
  • physical address (Street, City, State/Province/Region, Postal Code, Country)
  • business type (Sole Proprietorship/Partnership/Corporation /Co-Operative/LLC/Non-Profit)
  • company status (Private/Public/Nonprofit/Government)
    • If public: stock ticker & exchange
  • business registration number/tax EIN
  • industry (for example, retail)
  • website URL
  • region of operations (e.g., United States)

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