Category: Support

URL Generator

URL GeneratorFeb 21,2019

NOTE: This article addresses 2 “Modes”, which are: USING the URL generator. That’s pretty self explanatory. If you are a sales rep and just need to use the URL generator, go to the URL your sales team leader or tech consultant has given you. The tool is very straightforward, and the below will probably confuse Read More…

Electronic i-9 Form

Electronic i-9 FormFeb 08,2019

Electronic i-9 form online completion is an option with SwiftCloud, but it’s a bit complex – not due to technology, but due to government regulations. Below includes some guidance to how you want to handle your electronic i-9 form policies. TL;DR: E-Sign I-9 can be e-signed, but the worker MUST present physical evidence to the Read More…

PDF e-Signature Setup

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

W-9 Electronic Signature

To setup your own W-9 Electronic Signature page, just clone the template we have already created. Naturally, in your W-9 Electronic Signature page you’ll still need to set up…. Notification – who gets a copy of this? All the data & automation for you behind the scenes you want to happen is defined in the blue box Read More…

Secure Your Account + Merge Accounts

Why do this: One of our most common errors is users sign a doc to test their forms using one of their own emails, this then creates a separate totally disconnected account. Later, they login using that other email and are confused and concerned when they cannot see their docs. Solution: Set this up – 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.

Workrooms

WorkroomsOct 31,2018

Workrooms are automatically created when another user takes an action on one of your public-facing assets, such as… e-Signs a doc Buys one of your e-commerce products Pays an invoice etc. – more of these coming soon. This video will give you a quick overview… Note you can create a workroom anytime – simply go Read More…

e-Signor PDF Emailed Copy

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…

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…

In-Person e-Signature (Kiosk, Tablet)

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…