What Authentication Level Should I Use?

What signor authentication level you require depends on your choice and use and balance between hassling the users (signor(s)) and ease of use. More secure = more work for user Less work (easier) = less secure / less proof the signor is who they claim to be More details & options to follow. NOTE: We Read More…

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 docs are responsive automatically by default. But what if you want to use columns or Read More…

PDF Conversion to e-Signature

Note: Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDFs will not work nicely on phones because the format must match the source exactly. Common government forms – W2, 1099s, etc are available already set up in the templates directory Read More…

Branding Your Account

SwiftCloud should match your style! Here’s how to style SwiftCloud to display your colors and logo. This will affect e-signature docs, envelopes, and over time, much more – emails, invoices, account portals and more. Let’s set it up. It’s easy, once you know where to look. The yellow arrows below show just one example: Go Read More…

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 domain-mapping* Then after signature, signors are returned to your website for more steps or payment Read More…

e-Signature: Client + You Options

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…

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

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

Language Settings in SwiftCloud

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.

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