Category: Help

We ❤️ Developers

This is the developer’s main page. OCT 2019 UPDATE: We have started changing the entire app to Single Page App tied to an API; this means nearly anything and everything will allow APIs. Do note however we take security, privacy, and e-Sign legitimacy seriously. Currently, actual signatures must happen on our domain so we can guarantee Read More…

SwiftCloud on YOUR Domain – Subdomain CName Mapping

SwiftCloud’s new structure is designed to work your way and provide a structure to interface with your clients. SwiftCloud allows for your logo and colors, and is designed to be installed on your domain. You can setup https://Whatever.YourDomain.com for e-Sign, Forms, Client Portal & more. This will help you set up something like https://secure.YourDomainHere.com  …and Read More…

Online Invoice Generator Payment Methods

Our Online Invoice Generator is simple and easy – if you haven’t already, try it now for free and send an invoice in minutes. Naturally, any invoice can be saved as a PDF or printed for the old-school paper enthusiasts, and paid offline, via cash, or check. We currently have the following online payment methods, 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.

History, Notes & Event Logging

Storing & seeing notes about a contact or project is easy using the new history system. In general we’ll try to log all events to the corresponding history box for the asset (i.e. workroom, invoice, etc.). All times are recorded in GMT then translated to each respective user’s local time. If you are in Hawaii Read More…

Electronic Signature Shortcodes

Below is a list of currently supported electronic signature shortcodes: Last Updated: July 10th, 2018: Please note this document is being updated to the version 2 system, most of this is correct but if you experience any issues let us know. We will audit & correct this doc asap.   REQUIRED =============== [swift_email] // this Read More…

Language Settings in SwiftCloud

How to Set Up Multiple Languages in SwiftCMS: This is easy enough to set up, though be advised it doubles or triples your website maintenance, so it’s best used with smaller websites under 20 pages.

Switch to SwiftCRM

Switch to SwiftCRMMay 12,2018

How to reduce your CRM costs, increase ROI, increase functionality by switching to SwiftCRM, your instant sales dashboard and company intranet.

Electronic Signature Quick Start

Welcome! Here’s the basic Electronic Signature 5 Minute Setup… The basic process for most common installations is: Create a thank-you after-signature page like “Thanks! We’ve received your doc” – or send the user directly to payment, or scheduling – whatever comes next. Copy & Paste your doc into the SwiftCloud Docs editor after using the Read More…

Swift Conference Plugin

Swift Conference Plugin MOVED – These functions are now inside SwiftCloud / SwiftCRM. The below refers to our now deprecated WordPress Plugin and is pending update. Installation Steps: Create 3 pages (blank at first): Registration (can be on any page, sidebar, etc. too if you prefer) Webinar-NAME (assuming you might have more than one webinar Read More…