Category: SwiftCloud Support

Default Review Form

Default Review FormSep 22,2020

You have not yet set your default review page. How to fix: Easy! Just 2 steps: Create a review form if you haven’t already (or clone a template then edit it) Set the default on your reviews section of your profile page. From your main profile page, go to About My Business >> Reviews and Read More…

Contacts

ContactsSep 15,2020

One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and is especially helpful is when one person signs many docs – say, for HR, real Read More…

Swift Membership Software Official Documentation

AUG 2020 UPDATE: Below refers to Swift Membership, a (free) wordpress membership plugin we wrote a few years back. Our brand new membership & club management system is on track to release Aug 2020, using the same systems we use internally. The new recurring billing software is designed for…. Membership Websites Offline membership businesses – Read More…

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…

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…

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…

Thanks!

Thanks!Apr 13,2020

Thanks! We’ll be in touch soon.

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…