Note: Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDFs will not work nicely on phones because the format must match the source exactly.

Common government forms – W2, 1099s, etc are available already set up in the templates directory under “Government” >> “USA”.

Electronic Signature PDFs should be used only when format must be 100% Exact.

Example: Government forms i.e. USA form 1099, etc.

They will not sign nicely on a phone, because they must match the source.

That said, sometimes you need it, and if so, read on to get yours set up.

New users + Visitors: ALL signed docs will generate PDFs (including the shortcode primary style, and e-signable PDFs).

These are typically emailed to both you and the sender, and stored online in SwiftCloud for both parties.

NOTE: for 95% of docs, PDFs should not be used – because they won’t look as good on phones. For most clients, we strongly recommend our shortcode based system – it’s simple, responsive, easy, and works better, and will format nicely on all devices.

PDFs are used when the format must match 100% exactly to the source, such as for government forms such as U.S. W4s, i9s, W2s, 1099s, – government forms that will be turned back into the government and thus must match exactly.

This is about making PDFs – and other images, such as blueprints or logos – electronically signable.

All that said: PDF conversion is currently being revised and is disabled – but we have good news – we’ll handle it for you. If you are seeing this message and need a PDF converted, on which the output must match the exact format, email your PDF to SwiftCloudHelp {at} Gmail dot com and we’ll be happy to help.

Still need a PDF set up? Email us <above> and we can help set it up manually [Nov 2018 Notice; this will be removed when the tools are released to public beta]

Was this article helpful?
Ah, sorry to hear this. We'll look into updating this item.
What could we do to improve this?