e-Signor PDF Emailed Copy

e-Signor PDF Emailed Copy

Oct 19,2018

You can easily change and customize the email to people who e-sign a doc, take a poll or quiz or test, fill in a form, pay an invoice, or a any other upcoming features – in most cases we try to keep the user interface consistent. In all cases, we’ll group what happens for you Read More…

In-Person e-Signature (Kiosk, Tablet)

In-Person e-Signature (Kiosk, Tablet)

Oct 08,2018

Setting up an e-Signature Kiosk for in-person e-Signature is easy with SwiftCloud. The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive to set up. You’ll get all the benefits of e-signature on the web, meaning if-then Read More…

WordPress E-Signature Plugin 1.0 to 2.0 Migration Guide [Easy]

WordPress E-Signature Plugin 1.0 to 2.0 Migration Guide [Easy]

Oct 01,2018

Migrating from the legacy (and sometimes buggy) 1.0 WordPress e-Signature plugin is easy – 90% is just copy and paste including the shortcodes. To migrate your WordPress e-Signature Plugin to SwiftCloud-Docs, we recommend the following steps: Pick any plan on https://swiftcloud.ai/products/electronic-signature and get signed up. All plans have a 60 day money-back guarantee and this can Read More…

Responsive e-Signature Docs

Responsive e-Signature Docs

Sep 06,2018

“Responsive” means the page formats to the device – meaning the docs look good on phones, tablets & desktops. One of the most powerful advantages SwiftCloud has to the way we do e-signature is that unlike other PDF-based systems, our docs are responsive automatically by default. But what if you want to use columns or Read More…

PDF Conversion to e-Signature

PDF Conversion to e-Signature

Aug 24,2018

Note: Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDFs will not work nicely on phones because the format must match the source exactly. Common government forms – W2, 1099s, etc are available already set up in the templates directory Read More…

e-Signature Redirect

e-Signature Redirect

Aug 09,2018

Most e-Sign clients have a flow that goes like this… Your website, often WordPress but could be anything – then you link to the signable doc (on SwiftCloud.AI) Actual signature happens on SwiftCloud.AI, with your logo & colors & soon domain-mapping* Then after signature, signors are returned to your website for more steps or payment Read More…

e-Signature: Client + You Options

e-Signature: Client + You Options

Aug 09,2018

Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it becomes really a 1-party e-signature so there’s less to set up. For things like sales contracts Read More…

e-signature PDF Page breaks

e-signature PDF Page breaks

Feb 16,2018

We’ve added a new shortcode to SwiftCloud’s electronic signature 2.0 (.AI, not IO) system, which is [swift_newpage] Adding this will force a page-break in the PDF, typically used in electronic signature docs, but it can be used any any PDF too i.e. sales proposals. This is useful to keep separate sections of a page from Read More…

e-Signatures & Forms URL Generator

e-Signatures & Forms URL Generator

Feb 14,2018

This tool will help you generate “power URLs” – a web-link to any doc that passes information. Typically, this is used to pre-fill information into an e-signature form, such as rep-name, pricing that you don’t want the client to edit, and more.  

e-Signature Debugging: Most Common Errors

e-Signature Debugging: Most Common Errors

Mar 13,2017

If you’re having any problems with our e-Signature plugin, here are the most common errors: First, a note: the way our system works is our system goes to your website, scrapes your signable page, and merges it with the signature-data. Therefore, the page must be public in order for this system to work. We are Read More…