SwiftCloud for Sales

Note this is the support system, so here we’ll cover using SwiftCloud for sales. We’ll link to other articles for greater detail, and will add a recorded webinar soon. This is a “super-article” in that it will link to sub-articles, though you can definitely think it will give you super powers too. Here’s one method: Read More…

Bill of Lading Software – e-BoLs

We are developing an e-Sign Bill of Lading for a very large fortune 500 company that contains some special features worth mentioning. Naturally, it has our fabulous electronic signature in it, but much more. All of SwiftCloud is by default phone accessible, and e-Docs even support offline access (read: no cell signal- they’ll store the Read More…

Microsoft Word to SwiftCloud e-Sign

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…

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…

Official IMPRESS Documentation

This is the officially maintained documentation for the IMPRESS Influencer Marketing and Press Release Engagement system. This system requires both a WordPress plugin (here), and a paid SwiftCloud account to function as designed. WordPress Plugin Shortcodes: NOTE: Because we are running this plugin on this site, the shortcodes below are embedded as images and thus not Read More…

Help >> Mail Merge

Help >> Mail MergeFeb 24,2015

Mail Merge in SwiftCloud To send a mail merge document, simply add any of the following shortcodes into your document. %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if you don’t care to correct capitalization %%LASTNAME%% // recipient’s last name, in this case, not Read More…