SwiftCloud Blog

How to Require X Before Accessing Y (i.e. NDA)

GOAL: Require an NDA before user can access content X (doc, video, etc) OPTIONS: 1. Deliver the sensitive assets via email See Pink box >> About Them >> hit the [+] to customize that. You could include an encrypted un-guessable link i.e. google doc etc; This is the easiest fastest way. PROs Easy, fast to Read More…

Swift Form Billing / Cancel

SwiftForm Billing: You may want Form Swift, not Swift Form This is a common mistake. We have no affiliation with that company. We get a lot of people mistakenly contacting us regarding billing or cancellation or to cancel. That’s all we know. If you still need further billing help, by all means drop us a Read More…

2.39 Updates – Sessions & Multi-Party e-Sign, Bulk e-Sign & More

Version 2.39 of SwiftCloud introduces the following systems: Major Components Sessions – this allows you to start a sales application over the phone then turn it over to the client to e-sign (instantly, via URL even). This is a critical stepping stone to multi-party e-sign automation as well. “Smart Views” / Filtered Views. This will Read More…

Tracking Variables

Tracking VariablesSep 10,2019

SwiftCloud will now pass along any & all URL variables… …added to any incoming e-sign doc / form / invoice / landing page / asset in which we redirect the user after doing something. Most common: e-Sign doc(s). Why you care? You should – it’s powerful – here are a few uses: Sessions & User Read More…

Feast or Famine: A Solution

Feast or Famine: A Solution. By connecting marketing budgets (time/$) to pipeline dips, you can add consistency to income. Here are a few tricks to make it work.

Invoice / Estimate / Quote / Receipt Generator

We needed this, some clients needed it, so we built it. This system is great for… Estimates & Sales Quotes & Sales Proposals Invoices due Receipts, Credit Memos, etc. NOTE: This is the help article designed for existing users; click to https://swiftcloud.ai/software/invoice-software to learn more about how our Invoice Software can help you. How to Read More…

Rules for Marketing Success

This was an old article I revisited, then revised heavily – for my own clarity and internal use and training – hope it helps you. Think of this as an open letter to our staff. 6 Rules for Marketing Success: Numbers are Truth. Humans delude themselves, want to be right about certain assumptions, so they’ll Read More…

PDF e-Sign Fields: Fixed Width

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

2.38 Updates – Invoices & Estimates, Portal Software, Video Marketing & More

Version 2.38 of SwiftCloud introduces the following systems Major Components Invoices / Estimates / Quotes / Receipts is now in Phase 1: “Just the Basics”. We’ll make this better over time – for now, it’s great for project estimates and sales quotes. And it’s free, for now, at least through all of 2019. Video Systems Read More…

Missing Email

Missing EmailJun 24,2019

If you’re seeing this page, your form is missing an email field and it is required. Add [swift_email] for the signer somewhere – anywhere – into the document. Email (we’ll send you a signed copy of this doc): [swift_email] [swift_email] NOTE: High speed mode does not require email. The signer will not get a copy Read More…