2.36 Updates – PDFs

Changes for version 2.36 have been generally more small changes related to “Project Bulletproof” in which we can handle 10k/signatures/hour over multiple servers. We have also added e-sign PDFs, though so far only the basics are done. As always, we’ve made dozens of small changes to the user interface as well based on real world Read More…

High Volume E-Signature – High Speed Mode vs. Social Mode

SwiftCloud e-Signature contains 2 modes of operation: High Speed “Simple” Mode. This is best for high volume simple docs like liability waivers. It was originally designed for a waterpark that needed 1,000 e-signatures per day, though of course you can use it for any document. Social Mode. This is best for higher value docs like Read More…

Electronic i-9 Form

Electronic i-9 FormFeb 08,2019

Electronic i-9 form online completion is an option with SwiftCloud, but it’s a bit complex – not due to technology, but due to government regulations. Below includes some guidance to how you want to handle your electronic i-9 form policies. TL;DR: E-Sign I-9 can be e-signed, but the worker MUST present physical evidence to the Read More…

PDF e-Signature Setup

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

2.35 Updates – Reliability Enhancements

This is the first post of many, in which we’ll be a bit more public about most changes to the system. This series is probably only of interest to developers and programmers. The upcoming version 2.4 of SwiftCloud includes “Project Bulletproof”, in which we are engineering high uptime, highly scalable e-signature capture systems suitable for Read More…

Useful Snippets

Useful SnippetsJan 18,2019

The following snippets of shortcode may be of use for dropdowns in e-sign docs and other forms. Feel free to copy and paste these into your own docs. We’ll evolve this over time… Note: Countries is built into SwiftCloud, just add [swift_country_dropdown required] USA States – Abbreviations (Note: Is missing DC, Guam, etc – add Read More…

W-9 Electronic Signature

To setup your own W-9 Electronic Signature page, just clone the template we have already created. Naturally, in your W-9 Electronic Signature page you’ll still need to set up…. Notification – who gets a copy of this? All the data & automation for you behind the scenes you want to happen is defined in the blue box Read More…

Secure Your Account + Merge Accounts

Why do this: One of our most common errors is users sign a doc to test their forms using one of their own emails, this then creates a separate totally disconnected account. Later, they login using that other email and are confused and concerned when they cannot see their docs. Solution: Set this up – Read More…

Change your Primary Email

Heads up! This will change your login email! Note this will NOT affect your login-via-Google or Login-via-Facebook. It will also affect your automations set to “Email me at Primary Email”, which is the default for e-sign docs, forms, e-commerce, etc. Simply click the gear in the bottom left >> Edit Profile >> Primary Email.

Workrooms

WorkroomsOct 31,2018

Workrooms are automatically created when another user takes an action on one of your public-facing assets, such as… e-Signs a doc Buys one of your e-commerce products Pays an invoice etc. – more of these coming soon. This video will give you a quick overview… Note you can create a workroom anytime – simply go Read More…