Setting up an e-Signature or Store Kiosk is easy with SwiftCloud. The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive…
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Guest User (Name Missing)
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) +…
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How to Sell Leads in SwiftCloud
NOTE: This is the technical operational flowchart of How to Sell Leads Online using SwiftCloud. Below we’ll dive into the business aspect a bit, but once you have a buyer or multiple buyers (easy), here’s how SwiftCloud can help you…
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Agreements (Subscriptions + Hourly)
Agreements can be either… Subscriptions (+ Lease) Hourly Services This is a powerful and flexible way to either sell any recurring-billing service, or any hourly services as either worker or employer or agency. This can also be used for rental…
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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 hassle for user. Greater legal defense. Less work (easier) = less secure /…
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Bill of Lading Software – e-BoLs
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…
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Microsoft Word to SwiftCloud e-Sign
SwiftCloud has a converter and in most cases, simply uploading any .doc or .docx file should result in a good starting place for your SwiftCloud Docs. If the converter fails, here’s a good alternative: Use Google Drive to generate “clean…
Accounting: Subscription Expired
How to fix a “Subscription Expired” message so it doesn’t happen again.
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Password Reset / Forgot Password
Need a password reset? Click Login Troubles here… Don’t worry – it happens to all of us. TIP: When you get logged in, enable “login via Facebook” and “Login via Google”! It makes login easier, faster, and helps secure your…