SwiftCloud Blog

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…

Electronic Signature Shortcodes

Below is a list of currently supported electronic signature shortcodes: Last Updated: July 10th, 2018: Please note this document is being updated to the version 2 system, most of this is correct but if you experience any issues let us know. We will audit & correct this doc asap.   REQUIRED =============== [swift_email] // this Read More…

Switch to SwiftCRM

Switch to SwiftCRMMay 12,2018

How to reduce your CRM costs, increase ROI, increase functionality by switching to SwiftCRM, your instant sales dashboard and company intranet.

Missing Payment Gateway Info

If you’re seeing this message, you or the vendor you are attempting to buy from has not set their / your payment information as to where money should flow to. If you are a customer and seeing this message, please be so kind as to advise your seller about this page / error – perhaps Read More…

Install

InstallApr 05,2018

Below are installation & use guides & best practices for various asset types. Click any item to see more details about using, installing, and promoting your asset(s) by type: Envelopes, which can contain any mix of the below assets DOCS e-Signature Docs – waivers, etc. Questionnaire / Applications / complex forms styled as docs Polls Read More…

Envelopes for Electronic Signature & Sales

Envelopes allow you to bundle many related docs & other items together. These can contain things like… Electronic Signature Docs and/or PDFs Invoices Product e-Commerce Details Boilerplate text / docs or spreadsheets PDFs, images, videos such as a video about your company Almost any doc that can be uploaded to SwiftCloud Think of it as Read More…

Upload for Forms & Electronic Signature

This help file refers to multiple systems, specifically: Electronic Signature documents (Docs or PDFs, etc.) Website Forms (without e-sign) Upload-to-Me System built into your user profile To use upload in a doc-based web form or electronic signature document, just add the shortcode [swift_uploader] into the text, and we’ll handle the rest. It will look like Read More…

Required / Not Required Fields

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…

Enable One-Click Login

TIP: SwiftCloud Login with Facebook and/or Login with Google will save you time, reduce the odds you get locked out. NOTE: We cannot see your Google or Facebook password, it gets “tokenized”. You can revoke access anytime. This is actually more secure than a password, if you also use 2-step access. NOTE: It doesn’t matter Read More…

Swift Conference Plugin

Swift Conference Plugin MOVED – These functions are now inside SwiftCloud / SwiftCRM. The below refers to our now deprecated WordPress Plugin and is pending update. Installation Steps: Create 3 pages (blank at first): Registration (can be on any page, sidebar, etc. too if you prefer) Webinar-NAME (assuming you might have more than one webinar Read More…