Required / Not Required Fields

Required / Not Required Fields

Mar 14,2018

Note: This help article refers to multiple systems, but after seeing this, you’ll get the idea – we try to make things clear & simple! Electronic Signature >> Docs: Just remove “required” from the shortcode – it truly is that simple: Red = required below Green = not required To set a PDF or image-overlay Read More…

Electronic Signature Quick Start

Electronic Signature Quick Start

Mar 05,2018

Welcome! Here’s the basic Electronic Signature 5 Minute Setup… The basic process for most common installations is: Create a thank-you after-signature page like “Thanks! We’ve received your doc” – or send the user directly to payment, or scheduling – whatever comes next. Copy & Paste your doc into the SwiftCloud Docs editor after using the Read More…

WordPress Electronic Signature Setup

WordPress Electronic Signature Setup

Feb 18,2018

5 Minute Setup of WordPress Electronic Signature NOTE: We use WordPress-style shortcodes (see video below), but at this time, integration to WordPress is minimal – though after signature, we usually just send a client back to your website. See video below for more info – it’s similar to WordPress, but the actual signature happens on Read More…

Version 2 Request

Version 2 Request

Jan 17,2018

Please note 2.0 is only available to clients who intend to purchase one of the paid plans. If that includes you, we’d love to help – and you’ll get free setup of your doc(s). To get setup, just drop us an email at SwiftCloudHelp {at} Gmail.com with the doc you’d like to get e-signable, and Read More…

Conditional Logic Forms

Conditional Logic Forms

Dec 26,2017

We’ve added an exciting new feature to our electronic signature wordpress plugin (and the same exact shortcodes will apply to SwiftCloud-side docs, so that users can transfer back and forth between WordPress and SwiftCloud), which is… Branching / Conditional Logic What’s that? Glad you asked…. Conditional Logic allows you to show or hide sections based on Read More…

WordPress Form Installation

WordPress Form Installation

Sep 21,2017

Installing SwiftCloud Forms into WordPress is very simple, but we have a variety of form-types and thus many ways to install your forms, depending on what you want to accomplish. Click on any of the links below for more info: Basic Contact Forms – Contact page, footer forms, etc. e-Signature Documents Signable WordPress Pages PDFs Read More…

Bloodhound Tracking Plugin Official Documentation

Bloodhound Tracking Plugin Official Documentation

Sep 11,2017

“Bloodhound” is our WordPress plugin for tracking exceptionally well. This is typically used to track advertising / marketing methods and/or sales affiliates and JV partners. Typical Client Uses: Tracking Sales reps – so when web-leads come in (or e-commerce sales), the correct sales rep gets credit. Localization – by creating a few users for a Read More…

Subdomains

Subdomains

Feb 04,2017

SwiftCloud’s new structure is designed to work your way and provide a structure to interface with your clients. WINTER 2018: This system is in alpha, but we’re looking for a few clients to work with & get it refined – if you’re interested, drop us a line to beta test this. SwiftCloud allows for your Read More…

Zapier Integration

Zapier Integration

Jan 25,2017

SwiftCloud can work with Zapier to help extend your automation. Zapier is basically an API Bridge. It helps computer services “talk to each other”. For example, a Swift Marketing RAVE system for customer satisfaction reviews could use some other 3rd-party autoresponder, instead of Swift Marketing’s automatically integrated system. Do we think you should just use Read More…

Electronic Signature Field Names Not Showing

Electronic Signature Field Names Not Showing

Nov 18,2016

If your field names are not showing on an electronic signature document, be sure the “placeholder” is defined when you add the field – it’s easy. You can also just directly modify the shortcode – the popup tool is simply a shortcode generator so you don’t have to remember all the codes. Let’s go through Read More…