e-Signature Redirect

e-Signature Redirect

Aug 09,2018

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

e-Signature: Client + You Options

Aug 09,2018

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…

e-signature PDF Page breaks

e-signature PDF Page breaks

Feb 16,2018

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 too i.e. sales proposals. This is useful to keep separate sections of a page from Read More…

e-Signature Debugging: Most Common Errors

e-Signature Debugging: Most Common Errors

Mar 13,2017

If you’re having any problems with our e-Signature plugin, here are the most common errors: First, a note: the way our system works is our system goes to your website, scrapes your signable page, and merges it with the signature-data. Therefore, the page must be public in order for this system to work. We are Read More…

e-Signature Error: Please enter at least one field from Email

e-Signature Error: Please enter at least one field from Email

Feb 15,2017

If you see the following error, please ensure you have somewhere in your signable area the “email” field. How to solve: Easiest: If you’re using our Electronic Signature WordPress Plugin, we have added to your WordPress Editor a “shortcode generator”. All it does is generate shortcodes, so that you don’t have to remember them. Here Read More…

e-Signature Page Not Found Error [Solved]

e-Signature Page Not Found Error [Solved]

Feb 15,2017

If you have set up electronic signature, and are getting a “Page Not Found” error when you run a test, the most likely scenario is the thank-you-page, the page the form is set to redirect to after submission, has not been set. Here’s how to fix – it’s easy: Login to SwiftCloud and go to https://swiftcloud.io/form/my-forms Click Read More…

User Sessions

User Sessions

Jun 11,2020

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

API Details

API Details

May 16,2020

This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. GOAL (Most Common): Send variables into an e-Sign Contract. METHODS: POST (simple and fast) GET (URL string) API (below) NOTE: API in is easy, there’s no Read More…

SwiftCloud for Sales

SwiftCloud for Sales

May 12,2020

Note this is the support system, so here we’ll cover using SwiftCloud for sales. We’ll link to other articles for greater detail, and will add a recorded webinar soon. This is a “super-article” in that it will link to sub-articles, though you can definitely think it will give you super powers too. Here’s one method: Read More…

Getting Paid

Getting Paid

May 03,2020

We have many ways to collect money in SwiftCloud, which are… Invoice / Estimate / Proposal / Receipt System Shopping Cart / SwiftShop / e-Store Landing Pages or Sales Page Signup-with-Product (i.e. Memberships) e-Sign In-Doc Mode “Sign & Pay” – integrated into an e-Sign doc, or doc-form like a setup or intake form, lease application, Read More…