Category: Help

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.

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…

WordPress Electronic Signature Setup

5 Minute Setup of WordPress Electronic Signature NOTE: We use WordPress-style shortcodes (see video below), but at this time, integration to WordPress is minimal – though after signature, we usually just send a client back to your website. See video below for more info – it’s similar to WordPress, but the actual signature happens on Read More…

Conditional Logic Forms

We’ve added an exciting new feature to our electronic signature wordpress plugin (and the same exact shortcodes will apply to SwiftCloud-side docs, so that users can transfer back and forth between WordPress and SwiftCloud), which is… Branching / Conditional Logic What’s that? Glad you asked…. Conditional Logic allows you to show or hide sections based on Read More…

WordPress Plugins

WordPress PluginsJul 28,2017

SwiftCloud WordPress Plugins: Public / Free: Swift Signatature – electronic signature – Beta Inbound Marketing – Instantly add lead capture to any site including Exit-Intent Popups, Scroll-based Popups, Timed Overlay Popups, Call-to-Action Blog-Post Boxes, Lead tracking options, and more Swift Helpdesk – ties to SwiftTasks / SwiftHelpdesk Swift Calendar – Online Appointment Scheduling – Alpha; also Read More…

Reviews Shortcodes

Reviews ShortcodesJun 07,2017

Below is the officially maintained documentation for the Customer Advocate Viral Engagement (“CAVE”) marketing system, sometimes also referred to as Swift Reviews or our feedback system. This is particularly powerful for Reputation Management. NOTE: Because we have this plugin installed here, we’ve included the shortcodes as screenshots for reference: UPDATE: We have just added refer-a-friend Read More…

Swift Staff WordPress Plugin Official Documentation

SwiftCloud contains an Applicant Tracking System (“ATS”) to help companies recruit, hire, and onboard both full time workers, freelance and part time workers, and marketing affiliates, both on-site or off-site. SwiftCloud has numerous staffing industry clients, and we’re familiar with the needs of recruiting agencies. For a full description, see below. SHORTCODES Drop these into Read More…