User Sessions

User SessionsApr 27,2019

A “Session” is an doc + personalized data within it. TIP: Often used for sales contracts or HR packets. Note there are 2 Modes to Sessions: SALES “ACTIVE” MODE: Parties are known – “Backend Mode”. Example: Sales Contract for a specific client. WEB “PASSIVE” MODE: Parties are unknown, and automation rules are created based on Read More…

2.37 Updates – High Speed Mode + Version Control

2.37 – Core Systems Solid + PDF e-Signature is done. This is the last big release before version 2.4, though we’ll have a few small updates on the way. Introducing High Speed Electronic Signatures This was originally designed for a water park that needed 1,000 signatures per day. You can read more about it at Read More…

Videomail

VideomailMar 05,2019

Email still works. Email + Video is better. Videomail is the single best way to get someone to watch a short video message, be it a sales presentation or something else like a testimonial.   People are busy, distracted, bombarded with messages, mentally tired… video helps. People will watch 3 minutes of video a lot Read More…

Online Invoice Generator Payment Methods

Our Online Invoice Generator is simple and easy – if you haven’t already, try it now for free and send an invoice in minutes. Naturally, any invoice can be saved as a PDF or printed for the old-school paper enthusiasts, and paid offline, via cash, or check. We currently have the following online payment methods, Read More…

URL Generator

URL GeneratorFeb 21,2019

NOTE: This article addresses 2 “Modes”, which are: USING the URL generator. That’s pretty self explanatory. If you are a sales rep and just need to use the URL generator, go to the URL your sales team leader or tech consultant has given you. The tool is very straightforward, and the below will probably confuse Read More…

2.36 Updates – PDFs

Changes for version 2.36 have been generally more small changes related to “Project Bulletproof” in which we can handle 10k/signatures/hour over multiple servers. We have also added e-sign PDFs, though so far only the basics are done. As always, we’ve made dozens of small changes to the user interface as well based on real world Read More…

High Volume E-Signature – High Speed Mode vs. Social Mode

SwiftCloud e-Signature contains 2 modes of operation: High Speed “Simple” Mode. This is best for high volume simple docs like liability waivers. It was originally designed for a waterpark that needed 1,000 e-signatures per day, though of course you can use it for any document. Social Mode. This is best for higher value docs like Read More…

Electronic i-9 Form

Electronic i-9 FormFeb 08,2019

Electronic i-9 form online completion is an option with SwiftCloud, but it’s a bit complex – not due to technology, but due to government regulations. Below includes some guidance to how you want to handle your electronic i-9 form policies. TL;DR: E-Sign I-9 can be e-signed, but the worker MUST present physical evidence to the Read More…

Landing Page Generator – Sales & Recruiting Automation

SwiftCloud now contains an easy instant landing page generator. It’s simple, easy to use, and powerful. It’s so simple that as long as you have the sales video done, you can create pages nearly as fast as you can write the headlines. Related to this is video sales pages, which don’t contain a form at Read More…

PDF e-Signature Setup

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…