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
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 / 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…
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…
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,…
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
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: box1@example.com,sally@someothersite.com
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…
Ad Sizes
This is what’s referred to as a “UAP” – “Universal Ad Package”. It is the most common four sizes. 300 x 250 – (Medium Rectangle) 180 x 150 – (Rectangle) 160 x 600 – (Wide Skyscraper) 728 x 90 –…
Missing Thanks Page
Congratulations! You probably just had your first doc signed. But why are you seeing this page? You have not yet defined the pink box FOR THEM settings. Check the Pink Box on the backend of your doc. What do you…
