Useful Snippets

Useful Snippets

Jan 18,2019

The following snippets of shortcode may be of use for dropdowns in e-sign docs and other forms. Feel free to copy and paste these into your own docs. We’ll evolve this over time… Note: Countries is built into SwiftCloud, just add [swift_country_dropdown required] USA States – Abbreviations (Note: Is missing DC, Guam, etc – add Read More…

W-9 Electronic Signature

W-9 Electronic Signature

Jan 04,2019

To setup your own W-9 Electronic Signature page, just clone the template we have already created. Naturally, in your W-9 Electronic Signature page you’ll still need to set up…. Notification – who gets a copy of this? All the data & automation for you behind the scenes you want to happen is defined in the blue box Read More…

Secure Your Account + Merge Accounts

Secure Your Account + Merge Accounts

Nov 28,2018

Why do this: One of our most common errors is users sign a doc to test their forms using one of their own emails, this then creates a separate totally disconnected account. Later, they login using that other email and are confused and concerned when they cannot see their docs. Solution: Set this up – Read More…

Change your Primary Email

Change your Primary Email

Nov 04,2018

Heads up! This will change your login email! Note this will NOT affect your login-via-Google or Login-via-Facebook. It will also affect your automations set to “Email me at Primary Email”, which is the default for e-sign docs, forms, e-commerce, etc. Simply click the gear in the bottom left >> Edit Profile >> Primary Email.

Workrooms

Workrooms

Oct 31,2018

Workrooms are automatically created when another user takes an action on one of your public-facing assets, such as… e-Signs a doc Buys one of your e-commerce products Pays an invoice etc. – more of these coming soon. This video will give you a quick overview… Note you can create a workroom anytime – simply go Read More…

Marketing Goal Tracking with SwiftCloud

Marketing Goal Tracking with SwiftCloud

Oct 30,2018

SwiftCloud can fire a Google Tag page-view with various events such as an electronic signature doc signed, invoice paid, e-commerce purchase, helpdesk ticket resolved, and more. Why do you care? This gives you tremendous flexibility for reporting. Here’s a few example uses: When a contract is e-signed, you could… Start a retargeting / remarketing campaign Read More…

Email Not Arriving

Email Not Arriving

Oct 21,2018

If you are not getting notified of some action happening such as an electronic signature doc not sending you a PDF, this will help. STEP 1: Ensure notification to you is enabled. By default, this is ON, however, you should check to what email or emails it is sending to. On the backend page for Read More…

SwiftCloud Document Types

SwiftCloud Document Types

Sep 17,2018

The following are types of docs you can set any “doc” to. Separately, you can make PDFs and images signable, and there are many other assets within the system such as invoices, items for sale (e-Commerce items), etc. These are “subtypes” of our core documents system, along with some tips on how to use each: Read More…

What Authentication Level Should I Use?

What Authentication Level Should I Use?

Sep 13,2018

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…

Branding Your Account

Branding Your Account

Aug 10,2018

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…