Guest User (Name Missing)

Guest User (Name Missing)

Apr 29,2020

GOAL: Show Jane Doe instead of Guest User 8349 Problem: We need _1_ contact to be the “master namer” at any given time. This occurs because there can be multiple people in a doc (i.e. child + parent, seller(s) + buyer(s), etc.). TL;DR Summary: Replace the most important role’s field that starts with additional contact, Read More…

What Authentication Level Should I Use?

What Authentication Level Should I Use?

Apr 13,2020

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 hassle for user. Greater legal defense. Less work (easier) = less secure / less proof of identity. NOTE: Your legal rights may be affected by the choices you Read More…

Bill of Lading Software – e-BoLs

Bill of Lading Software – e-BoLs

Apr 03,2020

We are developing an e-Sign Bill of Lading for a very large fortune 500 company that contains some special features worth mentioning. Naturally, it has our fabulous electronic signature in it, but much more. All of SwiftCloud is by default phone accessible, and e-Docs even support offline access (read: no cell signal- they’ll store the Read More…

Roles

Roles

Mar 14,2020

Client, Student, Patient – who is your default role? Roles are critical and easy, once you know where to look and how to use them. Roles help you… work with Multi-Party e-Sign docs and forms. Example: Seller then Buyer, Client then You (Vendor), Student then Teacher. Tag Contacts, so you can group audiences for marketing Read More…

Critical Security Update: Update Forms with Credit Cards, SSNs, PWs

Critical Security Update: Update Forms with Credit Cards, SSNs, PWs

Mar 13,2020

Important: If you have #e-Sign forms with credit card numbers or government IDs (SSN, etc), it is important you use the specialized fields designated for these. These fields are new as of February 2020. The data within them will be… Hidden in PDFs sent via email, (starred out) Hidden in email data to the form-owner Read More…

We ❤️ Developers

We ❤️ Developers

Mar 11,2020

Welcome Developers! SwiftCloud can help you save time, earn more, impress your clients or team and more. We also speak your language – if you need something, reach out to us. TL;DR: We have inbound + outbound APIs. Inbound = easy, and low risk for us. Inbound data to fill an e-Sign form / contract Read More…

Electronic Signature Quick Start

Electronic Signature Quick Start

Mar 05,2020

Welcome! Here’s the basic Electronic Signature 5 Minute Setup… The basic process for most common installations is: Create a thank-you after-signature page like “Thanks! We’ve received your doc” – or send the user directly to payment, or scheduling – whatever comes next. Copy & Paste your doc into the SwiftCloud Docs editor after using the Read More…

WordPress Electronic Signature

WordPress Electronic Signature

Feb 18,2020

5 Minute Setup of Electronic Signature NOTE: Any e-Sign that happens on a server in which you control the HTML can be dismissed, because you have the potential for CSS or Javascript obfuscation of signer intent, and/or change to signer intent. For that reason, the actual signature must happen on our server, in an environment Read More…

Bloodhound Tracking Plugin Official Documentation

Bloodhound Tracking Plugin Official Documentation

Feb 11,2020

“Bloodhound” is our WordPress plugin for tracking exceptionally well. This is typically used to track advertising / marketing methods and/or sales affiliates and JV partners. Typical Client Uses: Tracking Sales reps – so when web-leads come in (or e-commerce sales), the correct sales rep gets credit. Localization – by creating a few users for a Read More…

Conditional Logic Forms

Conditional Logic Forms

Dec 31,2019

We’ve added an exciting new feature to our electronic signature system, which is… Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get parent signature Do you have any allergies or injuries? // if yes, get more info, otherwise hide the more-info field Income Read More…