# PDF e-Signature Setup

SwiftCloud

Full page: https://swiftcloud.ai/support/pdf-e-signature

## Business details

- **Phone:** 843.410.9103 (tel:8434109103)
- **Email:** swiftcloudhelp@Gmail.com
- **Website:** https://swiftcloud.ai

PDF e-Signature Setup - SwiftCloud Support

Skip to content

[SwiftCloud Support](/support)

Get Started

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

### PDF e-Sign Overview:

1. Upload any PDF
2. Click Convert when it asks you if you need it to be e-signable
3. Start adding fields. Drag them into place and hit Save.
4. Define what happens after e-signature – redirect the user? Show confirmation message but keep them on the page? Also set your notification – who should get a copy?
5. You’re done! Link to the e-signable PDF.

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.

Tip: to make a field required, click the gear here to open the controls for that field…

![eSign PDF Controls](/support/wp-content/uploads/2019/02/esign_pdf_controls1.png)

When you click the controls, you’ll get a popup. Click the required field to make it so…

![eSign PDF Controls](/support/wp-content/uploads/2019/02/esign_pdf_controls2.png)

Fixed Spacing is to match boxes; we recommend 22 as a starting distance – see [/support/pdf-e-sign-fields-fixed-width](/support/pdf-e-sign-fields-fixed-width/) for more info.

![Example eSign PDF little box fields](/support/wp-content/uploads/2019/07/esign-pdf-fields-thumb.png)

**Was this article helpful?** Yes No

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

- e-sign
- e-signature
- electronic signature
- PDF eSign Support Articles

SwiftCloud Support

### SYSTEM UPDATES + STATUS

**LAST UDPATE: Nov 17, 2025**

🟢 All systems are online

### What’s New?

Timeclock is now in Public Beta. It will soon feed into the awesome [Invoice Tool](/invoice/) . For now, it’s just a simple employee-style time-logging tool, good for billing time to clients.

### Quick-Start Setup

[e-Sign / e-Docs / Intake Forms](/support/welcome/esign/)

[Invoices](/support/welcome/invoice/)

[CRM](/support/welcome/crm/)

### Recent Posts

### 3.0 Partner’s Program

Agencies, Designers, Local Networkers: We can help you grow your business. Learn more about our Value Added Reseller’s & other Partnerships at [SwiftCloud.AI/partners](https://SwiftCloud.AI/partners) .

×

![alert](/support/wp-content/plugins/help-desk-support-software/sections/../images/sf-alert.png)