The following are types of docs you can set any “doc” to. Separately, you can make PDFs and images signable, and there are many other assets within the system such as invoices, items for sale (e-Commerce items), etc. These are…
Responsive e-Signature Docs
“Responsive” means the page formats to the device – meaning the docs look good on phones, tablets & desktops. One of the most powerful advantages SwiftCloud has to the way we do e-signature is that unlike other PDF-based systems, our…
Branding Your Account
You are more important than us. SwiftCloud should be invisible, other than a small “powered by” at the bottom. Ideally all docs should be signed on… A page with your logo and background A subdomain of yours like https://Clients.YourExampleDomainHere.com Here’s…
e-Signature Redirect
Most e-Sign clients have a flow that goes like this… Your website, often WordPress but could be anything – then you link to the signable doc (on SwiftCloud.AI) Actual signature happens on SwiftCloud.AI, with your logo & colors & soon…
Timelines
Timelines in Web Development can be tricky, and so we are testing a new system that puts you, the client, in control. NOTE: The post below is very outdated info referring to SwiftCloud 1.0, the .IO platform instead of .AI,…
Roles Automation & Multi-User Signature
GOAL: Multiple people sign a single document or set of documents (“Envelope”). How: You’ve got 2 options: You do NOT know all the parties to the signature up front; other parties will be added by the first party. Example: Temp…
Electronic Signature Shortcodes
Below is a list of currently supported electronic signature shortcodes: Last Updated: July 10th, 2018: Please note this document is being updated to the version 2 system, most of this is correct but if you experience any issues let us…
Switch to SwiftCRM
How to reduce your CRM costs, increase ROI, increase functionality by switching to SwiftCRM, your instant sales dashboard and company intranet.
Missing Payment Gateway Info
If you’re seeing this message, you or the vendor you are attempting to buy from has not set their / your payment information as to where money should flow to. If you are a customer and seeing this message, please…
Install
Below are installation & use guides & best practices for various asset types. Click any item to see more details about using, installing, and promoting your asset(s) by type: Envelopes, which can contain any mix of the below assets DOCS…
