Welcome! Here’s the basic 5 Minute Setup…

Before we start, we have specific setup pages for:

1. WordPress e-Signature Setup – click here if using WordPress

2. Not WordPress – embed on the web, but not using WordPress

3. One-Time Single Docs you just want to sign & return

Note either is fine, though if you have a WordPress website, use that – it’s the simplest and fastest.

Quick overview of the process for either case:

  1. Create a web-form inside SwiftCloud to correspond to the signor, as a template. You just need one per doc-type or doc-template, not one per signor.
  2. Setup the document
  3. As docs get signed, they will get stored in SwiftCloud as “frozen” digitally-signed copies. They cannot be edited once signed.