Microsoft Word to SwiftCloud e-Sign

Microsoft Word to SwiftCloud e-Sign

Mar 31,2020

SwiftCloud has a converter and in most cases, simply uploading any .doc or .docx file should result in a good starting place for your SwiftCloud Docs. If the converter fails, here’s a good alternative: Use Google Drive to generate “clean HTML”. Steps: Upload to Google Drive. It will save as a .doc file. While these Read More…

2.39 Updates – Sessions & Multi-Party e-Sign, Bulk e-Sign & More

2.39 Updates – Sessions & Multi-Party e-Sign, Bulk e-Sign & More

Oct 12,2019

Version 2.39 of SwiftCloud introduces the following systems: Major Components Sessions – this allows you to start a sales application over the phone then turn it over to the client to e-sign (instantly, via URL even). This is a critical stepping stone to multi-party e-sign automation as well. “Smart Views” / Filtered Views. This will Read More…

PDF e-Sign Fields: Fixed Width

PDF e-Sign Fields: Fixed Width

Jul 11,2019

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

e-Signatures & Forms URL Generator

e-Signatures & Forms URL Generator

Feb 14,2019

This tool will help you generate “power URLs” – a web-link to any doc that passes information. Typically, this is used to pre-fill information into an e-signature form, such as rep-name, pricing that you don’t want the client to edit, and more. For programmer types & the HTML savvy: You can POST these variables into Read More…

High Volume E-Signature – High Speed Mode vs. Social Mode

High Volume E-Signature – High Speed Mode vs. Social Mode

Feb 12,2019

SwiftCloud e-Signature contains 2 modes of operation: High Speed “Simple” Mode. This is best for high volume simple docs like liability waivers. It was originally designed for a waterpark that needed 1,000 e-signatures per day, though of course you can use it for any document. Social Mode. This is best for higher value docs like Read More…

PDF e-Signature Setup

PDF e-Signature Setup

Feb 07,2019

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: Upload any PDF Click Convert when it asks you if you need it to Read More…

e-Signor PDF Emailed Copy

e-Signor PDF Emailed Copy

Oct 19,2018

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…

In-Person e-Signature (Kiosk, Tablet)

In-Person e-Signature (Kiosk, Tablet)

Oct 08,2018

Setting up an e-Signature Kiosk for in-person e-Signature is easy with SwiftCloud. The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive to set up. You’ll get all the benefits of e-signature on the web, meaning if-then Read More…

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

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

Oct 01,2018

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…

Responsive e-Signature Docs

Responsive e-Signature Docs

Sep 06,2018

“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…