How to Sell Leads Online

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…

Recurring Billing Software Icon

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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Legal e-signature

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 /…

Truck - Bill of Lading

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…

eSign in Word

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.

Reset Password Login Trouble

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…

Car Dealer Photo

Roles

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…

Security

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

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……