Category: Support

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…

In-Person e-Signature (Kiosk, Tablet)

Setting up an e-Signature or Store Kiosk 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…

How to Sell Leads in SwiftCloud

NOTE: This is the technical operational flowchart of How to Sell Leads Online using SwiftCloud. Below we’ll dive into the business aspect a bit, but once you have a buyer or multiple buyers (easy), here’s how SwiftCloud can help you hook it all up. You have 2 basic ways to hook up the lead distribution, Read More…

What Authentication Level Should I Use?

What signor authentication level you require depends on your choice and use and balance between hassling the users (signor(s)) and ease of use. More secure = more hassle for user. Greater legal defense. Less work (easier) = less secure / less proof of identity. NOTE: Your legal rights may be affected by the choices you Read More…

Microsoft Word to SwiftCloud e-Sign

SwiftCloud has a converter and in most cases, simply uploading any .doc or .docx file should result in a good starting place for your SwiftCloud Docs. If the converter fails, here’s a good alternative: Use Google Drive to generate “clean HTML”. Steps: Upload to Google Drive. It will save as a .doc file. While these 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…

Fieldname Translator (Json Variables Renamed)

Here’s an example Json file, which translates variable names, below: Why this is needed: SwiftCloud has a few fields that are required, such as name, email Your remote system, such as some other CRM, will take simple POST data, but the variable field-name is different. Example: We store as “name” (which is “full name / 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…