As a result of phone carrier regulation changes, each Org sending SMS messages through Filevine must register their use case. Unregistered businesses will experience failed SMS messages, and will be subject to increased message filtering.
Regulations
All major phone carriers enforce regulations 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.
As part of these regulations, businesses must be registered in order to send SMS messages through Filevine. If a business does not register, their ability to send SMS messages through Filevine will be compromised. Messages could be marked as spam or not be delivered at all.
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 register the numbers they will use to send messages to US numbers.
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 numbers. 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.
How to Register
Tier registration is on a Filevine Org basis. Businesses with multiple Orgs register each active Org within Filevine. To register your Org, fiill out and submit the registration form. Once your registration is approved, you can register individual numbers.
The default registration available to Filevine customers includes up to 400 registered phone numbers and 3000 messages per day.
Submit Registration
Navigate to Main Menu > Advanced > Org Phone Numbers > Registration. In the registration tab, you can view your Org’s status. If you are unregistered, you can fill out the form below. Information entered into the form will be saved even if you navigate away from the page.
Note: It is important that the information you provide matches what is included in your business registration with the IRS. This information is used for the sole purpose of verifying that the business is registered in the United States.
When finished, click Submit Form. Once you have submitted the form, you can expect your registration to be approved in 2-4 weeks. When you have been approved, you can register individual phone numbers.
Register Numbers
Once your Org has been registered, you can register already-existing texting numbers in the Text tab of the Manage Org Phone Numbers tool. Newly-created phone numbers will automatically be registered.
If you are registered, you will see the number of registered numbers displayed on top of this tab. Unregistered numbers will be marked.
To register a number, click + Register Number next to that number. (If your numbers are tagged as Unregistered and there is no option to register the number, you will need to first register the Org in the Registration tab.)
Once a number is registered, it cannot be unregistered except by deleting the number entirely.
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