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…
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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 /…
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…
Accounting: Subscription Expired
How to fix a “Subscription Expired” message so it doesn’t happen again.
Password Reset / Forgot Password
Need a password reset? Click Login Troubles here… Don’t worry – it happens to all of us. TIP: When you get logged in, enable “login via Facebook” and “Login via Google”! It makes login easier, faster, and helps secure your…
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 =…
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…
1 Click Login
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…
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…
