Category: electronic signature

User Sessions

User SessionsJun 11,2020

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

API Details

API DetailsMay 16,2020

This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. GOAL (Most Common): Send variables into an e-Sign Contract. METHODS: POST (simple and fast) GET (URL string) API (below) NOTE: API in is easy, there’s no Read More…

Electronic Signature With Payment (Sign & Pay)

You can now get a signature and payment all in one step, on one doc. NOTE: If your doc contains Electronic Signature and a Payment Form, we will automatically change the button to Sign & Pay We have a variety of shortcodes for this, including choose a product, manual entry of dollar amount, and others. Read More…

Guest User (Name Missing)

GOAL: Show Jane Doe instead of Guest User 8349 Problem: We need _1_ contact to be the “master namer” at any given time. This occurs because there can be multiple people in a doc (i.e. child + parent, seller(s) + buyer(s), etc.). TL;DR Summary: Replace the most important role’s field that starts with additional contact, Read More…

Bill of Lading Software – e-BoLs

We are developing an e-Sign Bill of Lading for a very large fortune 500 company that contains some special features worth mentioning. Naturally, it has our fabulous electronic signature in it, but much more. All of SwiftCloud is by default phone accessible, and e-Docs even support offline access (read: no cell signal- they’ll store the Read More…

Roles

RolesMar 14,2020

Client, Student, Patient – who is your default role? Roles are critical and easy, once you know where to look and how to use them. Roles help you… work with Multi-Party e-Sign docs and forms. Example: Seller then Buyer, Client then You (Vendor), Student then Teacher. Tag Contacts, so you can group audiences for marketing Read More…

Multi-Language Docs

Multi-Language DocsDec 03,2019

This applies to any type of docs, not just e-sign – you can use this for intake forms, templates, sales contracts, etc. In this example we show a good way of handling multiple languages within one account. Summary: Setup the first doc 100% in one language Copy the doc and translate if needed, or copy Read More…

How to Require X Before Accessing Y (i.e. NDA)

GOAL: Require an NDA before user can access content X (doc, video, etc) OPTIONS: 1. Deliver the sensitive assets via email See Pink box >> About Them >> hit the [+] to customize that. You could include an encrypted un-guessable link i.e. google doc etc; This is the easiest fastest way. PROs Easy, fast to Read More…

PDF e-Sign Fields: Fixed Width

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

Using Your Doc / Asset / Etc – What’s Next?

Sweet! You’ve published your doc! Now what? The next step is to make it easy to use, which will vary by your business. Here’s what we recommend…. First, grab a keyboard or paper and jot down – when do you currently get docs signed? That will determine the best way to implement your assets. By Read More…