# e-Signor PDF Emailed Copy

SwiftCloud

Full page: https://swiftcloud.ai/support/email-to-e-signor

## Business details

- **Phone:** 843.410.9103 (tel:8434109103)
- **Email:** swiftcloudhelp@Gmail.com
- **Website:** https://swiftcloud.ai

e-Signor PDF Emailed Copy - SwiftCloud Support

Skip to content

[SwiftCloud Support](/support)

Get Started

You can easily change and customize the email to people who [e-sign](https://swiftcrm.com/software/electronic-signature) 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 into a box and what happens for the other party / parties in a separate box. In here you can find the settings for the email the signor will get.

NOTE: this email will have your logo, your colors, your social links (i.e. facebook) as per settings in your profile. See “ [Branding](/support/branding-your-account) ” for more info on this.

On the backend controls, in the pink “User Experience Flow” box you’ll see a plus symbol like so…

![e-signature receipt](/support/wp-content/uploads/2018/10/e-sign-receipt.png)

When you click it, you’ll have another red-outlined area added which contains a choice of either a single email autoresponder, and you can also optionally add a sequence (i.e. marketing series, training, etc.).

Note you can include shortcodes and we’ll replace that on the fly. For example, if your subject-line is

Thanks [swift_firstname FirstCap]!
and someone signs the doc as “JOHN DOE” or “john doe”, then we’ll replace that subject line with

Thanks John!
FirstCap will de-capitalize all letters and capitalize the first regardless of how it was captured, which helps it look more correct and more human. If you used swift_name instead of swift_firstname it would address them as their full name, John Doe in this case.

If you click the the red-arrow icon below (Merge Icon) it will drop the corresponding mail-merge fields (i.e. swift_firstname).

The blue arrow refers to templates (your own – helpful if you keep using the same text many times).

![e-Sign PDF Copy](/support/wp-content/uploads/2018/10/e-sign-autoresponder.png)

NOTE: An email to someone who e-signs is required. It is legally important to give a copy of anything signed to your clients, and so for that reason, certain functions for e-signature specifically may be required.

We will also require this for receipts on e-commerce and invoices.

Also at the bottom, by default we have this shortcode:

[swift_reserved_attach_docsigned]
This is a special function and will attach the PDF of the signed item.

For other assets such as invoices or envelopes, the same basic principles apply – it will usually be a pink box labeled as User Experience or Customer Experience etc.

As always, if you have any questions, let us know and we’ll update this help entry.

**Was this article helpful?** Yes No

Ah, sorry to hear this. We'll look into updating this item. What could we do to improve this?

- e-sign
- e-signature
- electronic signature

SwiftCloud Support

### SYSTEM UPDATES + STATUS

**LAST UDPATE: Nov 17, 2025**

🟢 All systems are online

### What’s New?

Timeclock is now in Public Beta. It will soon feed into the awesome [Invoice Tool](/invoice/) . For now, it’s just a simple employee-style time-logging tool, good for billing time to clients.

### Quick-Start Setup

[e-Sign / e-Docs / Intake Forms](/support/welcome/esign/)

[Invoices](/support/welcome/invoice/)

[CRM](/support/welcome/crm/)

### Recent Posts

### 3.0 Partner’s Program

Agencies, Designers, Local Networkers: We can help you grow your business. Learn more about our Value Added Reseller’s & other Partnerships at [SwiftCloud.AI/partners](https://SwiftCloud.AI/partners) .

×

![alert](/support/wp-content/plugins/help-desk-support-software/sections/../images/sf-alert.png)