SMS templates are the text messages Financeable sends to customers - most often the link to sign a privacy consent or a document.
Where to find them
Select your name, top right → Settings → Templates → SMS.
Who can do this: anyone with the Templates → SMS → Edit permission. Access lets you view and use them without changing them.
Edit a template
Select the template you want to change.
Edit the wording.
Copy any tag you need from the list and paste it as plain text.
Select Save.
The template applies to every message Financeable sends from that point.
Tags
SMS templates use the same tags as document and email templates - see Set up document templates for how tags work. Keep messages short: a tag can expand to more characters than it looks like on screen.
Note - Messages send from a standard number rather than a Financeable sender ID, so tell the customer to expect a message from an unknown number.