Category: Help

Map a Domain or Subdomain to SwiftCloud

GOAL: 100% seamless for your customers – YOUR logo, your colors, even your domain. We must be able to legally guarantee the contents of the signature, and for that reason, it must be on a server we control. That said, let’s make it nice! Examples: SUBDOMAIN – like  https://Patients.DentistWebsite.com,  https://Members.MyYachtClub.com, https://tenantportal.ABCManagement.com DOMAIN – like  https://PlumbingJobs.com Read More…

We ❤️ Developers

Welcome Developers! SwiftCloud can help you save time, earn more, impress your clients or team and more. We also speak your language – if you need something, reach out to us. TL;DR: We have inbound + outbound APIs. Inbound = easy, and low risk for us. Inbound data to fill an e-Sign form / contract Read More…

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…

1 Click Login

1 Click LoginMar 03,2020

Difficulty: easy Time: 3 minutes If you have an existing SwiftCloud account and you want to add login-via-facebook and/or login-via google and/or login-via windows live, simply…. Click the gear bottom left, then click Edit Profile Click Accessing SwiftCloud Click the service you wish to login with. TIP: This will help you login in the future Read More…

WordPress Electronic Signature

5 Minute Setup of Electronic Signature NOTE: Any e-Sign that happens on a server in which you control the HTML can be dismissed, because you have the potential for CSS or Javascript obfuscation of signer intent, and/or change to signer intent. For that reason, the actual signature must happen on our server, in an environment 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.

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…