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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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]
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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…