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…
![404 Bunny](https://swiftcloud.ai/support/wp-content/uploads/2018/04/rabbit_404-220x220.jpg)
![Wordpress e-signature Plugin](https://swiftcloud.ai/support/wp-content/uploads/2017/01/wordpress-electronic-signature-1.png)
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…
![Envelope e-signature](https://swiftcloud.ai/support/wp-content/uploads/2018/04/Envelope-e-signature-220x220.png)
Envelopes for Electronic Signature & Sales
Envelopes allow you to bundle many related docs & other items together. These can contain things like… Electronic Signature Docs and/or PDFs Invoices Product e-Commerce Details Boilerplate text / docs or spreadsheets PDFs, images, videos such as a video about…
![Upload for Forms / Electronic Signature](https://swiftcloud.ai/support/wp-content/uploads/2018/03/Profile-220x220.png)
Upload for Forms & Electronic Signature
This help file refers to multiple systems, specifically: Electronic Signature documents (Docs or PDFs, etc.) Website Forms (without e-sign) Upload-to-Me System built into your user profile To use upload in a doc-based web form or electronic signature document, just add…
![Required Fields](https://swiftcloud.ai/support/wp-content/uploads/2018/03/NotRequired-220x220.png)
Required / Not Required Fields
Note: This help article refers to multiple systems, but after seeing this, you’ll get the idea – we try to make things clear & simple! Electronic Signature >> Docs: Just remove “required” from the shortcode – it truly is that…
![Login One Click](https://swiftcloud.ai/support/wp-content/uploads/2018/03/Login-220x220.png)
Enable One-Click Login
TIP: SwiftCloud Login with Facebook and/or Login with Google will save you time, reduce the odds you get locked out. NOTE: We cannot see your Google or Facebook password, it gets “tokenized”. You can revoke access anytime. This is actually…
![Marketing Funnel Real Estate](https://swiftcloud.ai/support/wp-content/uploads/2016/10/Funnel_Leads_Balls_Marketing-1-220x220.jpg)
Swift Conference Plugin
Swift Conference Plugin MOVED – These functions are now inside SwiftCloud / SwiftCRM. The below refers to our now deprecated WordPress Plugin and is pending update. Installation Steps: Create 3 pages (blank at first): Registration (can be on any page,…
![Electronic Signature Shortcode](https://swiftcloud.ai/support/wp-content/uploads/2018/02/electronic-signature-new-page-pdf-220x220.png)
e-signature PDF Page breaks
We’ve added a new shortcode to SwiftCloud’s electronic signature 2.0 (.AI, not IO) system, which is [swift_newpage] Adding this will force a page-break in the PDF, typically used in electronic signature docs, but it can be used any any PDF…
![Missing Recipient](https://swiftcloud.ai/support/wp-content/uploads/2018/02/missing-recipient-220x220.png)
Missing Recipient
If you’re seeing this error, your form is missing a recipient but the email box is checked. Please enter an email or emails in the box below If using multiple emails, use a comma and no spaces like this: [email protected],[email protected]
![Document Templates](https://swiftcloud.ai/support/wp-content/uploads/2018/02/document-templates-navigation-2.jpg)
Project Templates – Official Documentation
Templates provide a handy jumping-off point for all sorts of assets – docs, invoices, projects, and more. Note there are 3 categories of templates: Global. As a service to users, we have a docs library and other industry documents we…