e-Signor PDF Emailed Copy

You can easily change and customize the email to people who e-sign a doc, take a poll or quiz or test, fill in a form, pay an invoice, or a any other upcoming features – in most cases we try to keep the user interface consistent. In all cases, we’ll group what happens for you Read More…

History, Notes & Event Logging

Storing & seeing notes about a contact or project is easy using the new history system. In general we’ll try to log all events to the corresponding history box for the asset (i.e. workroom, invoice, etc.). All times are recorded in GMT then translated to each respective user’s local time. If you are in Hawaii Read More…

WordPress E-Signature Plugin 1.0 to 2.0 Migration Guide [Easy]

Migrating from the legacy (and sometimes buggy) 1.0 WordPress e-Signature plugin is easy – 90% is just copy and paste including the shortcodes. To migrate your WordPress e-Signature Plugin to SwiftCloud-Docs, we recommend the following steps: Pick any plan on https://swiftcloud.ai/products/electronic-signature and get signed up. All plans have a 60 day money-back guarantee and this can Read More…

SwiftCloud Document Types

The following are types of docs you can set any “doc” to. Separately, you can make PDFs and images signable, and there are many other assets within the system such as invoices, items for sale (e-Commerce items), etc. These are “subtypes” of our core documents system, along with some tips on how to use each: Read More…

Responsive e-Signature Docs

“Responsive” means the page formats to the device – meaning the docs look good on phones, tablets & desktops. One of the most powerful advantages SwiftCloud has to the way we do e-signature is that unlike other PDF-based systems, our docs are responsive automatically by default. But what if you want to use columns or Read More…

Branding Your Account

You are more important than us. SwiftCloud should be invisible, other than a small “powered by” at the bottom. Ideally all docs should be signed on… A page with your logo and background A subdomain of yours like https://Clients.YourExampleDomainHere.com Here’s how to style SwiftCloud to display your colors and logo. This will affect e-signature docs, Read More…

e-Signature Redirect

Most e-Sign clients have a flow that goes like this… Your website, often WordPress but could be anything – then you link to the signable doc (on SwiftCloud.AI) Actual signature happens on SwiftCloud.AI, with your logo & colors & soon domain-mapping* Then after signature, signors are returned to your website for more steps or payment Read More…

e-Signature: Client + You Options

Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it becomes really a 1-party e-signature so there’s less to set up. For things like sales contracts Read More…

Timelines

TimelinesJul 22,2018

Timelines in Web Development can be tricky, and so we are testing a new system that puts you, the client, in control. NOTE: The post below is very outdated info referring to SwiftCloud 1.0, the .IO platform instead of .AI, the 2.0 platform. We’ve left it up, because it’s conceptually still relevant, but portions may Read More…

Roles Automation & Multi-User Signature

GOAL: Multiple people sign a single document or set of documents (“Envelope”). How: You’ve got 2 options: You do NOT know all the parties to the signature up front; other parties will be added by the first party. Example: Temp worker who sends a timesheet to his/her supervisor to sign off on the hours. The Read More…