Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it becomes really a 1-party e-signature so there’s less to set up. For things like sales contracts Read More…

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 worker who sends a timesheet to his/her supervisor to sign off on the hours. The Read More…

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 know. We will audit & correct this doc asap.   REQUIRED =============== [swift_email] // this Read More…

How to Set Up Multiple Languages in SwiftCMS: This is easy enough to set up, though be advised it doubles or triples your website maintenance, so it’s best used with smaller websites under 20 pages.

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 be so kind as to advise your seller about this page / error – perhaps Read More…

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 e-Signature Docs – waivers, etc. Questionnaire / Applications / complex forms styled as docs Polls Read More…

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 your company Almost any doc that can be uploaded to SwiftCloud Think of it as Read More…

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 the shortcode [swift_uploader] into the text, and we’ll handle the rest. It will look like Read More…

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 simple: Red = required below Green = not required To set a PDF or image-overlay Read More…

It’s easy! Just click, in this order… Yellow Orange Red Blue Remember to click Save at the bottom Once you’ve done this, you can, in the future just click these buttons to log in rather than having to type your email, remember a password, etc. Why do this? Save Time! Accidental 2nd Accounts: It also Read More…