swiDOC SMS Integration

A compliance officer needs to prove, months after the fact, exactly what was sent to a customer and when, but the message itself only exists inside a phone or a sending platform's log that nobody thought to export at the time. The text thread itself is easy to lose track of once a conversation moves on, and reconstructing it later from memory rarely satisfies anyone checking the record.

swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organised and accessible whenever they are needed again. Connected to Mobile Message through Zapier, its Archive Document action can pick up an inbound reply from a customer or an updated delivery status on a message that was sent, and file each one away as a permanent record instead of leaving it to disappear from a message log somewhere.

For a business that has to answer to an auditor, a regulator or its own record keeping policy, that turns an SMS conversation into something it can actually produce on request, without anyone exporting spreadsheets or taking a screenshot of a phone after the fact. Every reply a customer sends in and every delivery status Mobile Message reports can end up filed the same way, so the record builds itself as messages go back and forth rather than being assembled after someone asks for it.