Share on WhatsApp and Mark as Sent
Share documents, reminders and statements on WhatsApp with the secure link, and mark documents sent when you handed them over another way.
BD-INV-0120 Issued
- Share — on any issued document.
- Share on WhatsApp — also Copy link, Copy message and, on phones, More apps.
- Share → Share on WhatsApp
The customer’s phone is filled in (10-digit Indian numbers get 91).
- Check the message
It names the document, Brand, amount and due date, with the link. Edit it if you like.
- Keep Mark as sent ticked
So the document shows Sent.
- Open WhatsApp
On your phone or WhatsApp Web; press send there.
Every share is recorded in the document’s Activity, like “Shared on WhatsApp · marked as sent”. WhatsApp sharing never uses email credits.
Reminders and statements
- Send Reminder → On WhatsApp uses the reminder wording and counts as a reminder.
- Statement → Share on WhatsApp sends the statement link.
Mark as Sent
Printed it or emailed it yourself? More → Mark as Sent records it. Nothing goes out from Hectile.
Common questions
Does Hectile send the WhatsApp message?
No — it opens WhatsApp with the message ready. You press send. That’s why Mark as sent is a choice.
Keep going
Still stuck? Contact Support.
Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.
Try it on your own documents.
A 7-day free trial for your first eligible owned Organization, with one Primary Brand and one member.