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…

Roles

RolesMar 14,2020

Client, Student, Patient – who is your default role? Roles are critical and easy, once you know where to look and how to use them. Roles help you… work with Multi-Party e-Sign docs and forms. Example: Seller then Buyer, Client then You (Vendor), Student then Teacher. Tag Contacts, so you can group audiences for marketing Read More…

Critical Security Update: Update Forms with Credit Cards, SSNs, PWs

Important: If you have #e-Sign forms with credit card numbers or government IDs (SSN, etc), it is important you use the specialized fields designated for these. These fields are new as of February 2020. The data within them will be… Hidden in PDFs sent via email, (starred out) Hidden in email data to the form-owner Read More…

Conditional Logic Forms

We’ve added an exciting new feature to our electronic signature system, which is… Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get parent signature Do you have any allergies or injuries? // if yes, get more info, otherwise hide the more-info field Income Read More…

Multi-Language Docs

Multi-Language DocsDec 03,2019

This applies to any type of docs, not just e-sign – you can use this for intake forms, templates, sales contracts, etc. In this example we show a good way of handling multiple languages within one account. Note unless otherwise defined, the system will use the language settings from your profile. If you need to Read More…

How to Require X Before Accessing Y (i.e. NDA)

GOAL: Require an NDA before user can access content X (doc, video, etc) OPTIONS: 1. Deliver the sensitive assets via email See Pink box >> About Them >> hit the [+] to customize that. You could include an encrypted un-guessable link i.e. google doc etc; This is the easiest fastest way. PROs Easy, fast to Read More…

PDF e-Sign Fields: Fixed Width

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…

2.38 Updates – Invoices & Estimates, Portal Software, Video Marketing & More

Version 2.38 of SwiftCloud introduces the following systems Major Components Invoices / Estimates / Quotes / Receipts is now in Phase 1: “Just the Basics”. We’ll make this better over time – for now, it’s great for project estimates and sales quotes. And it’s free, for now, at least through all of 2019. Video Systems Read More…

Missing Email

Missing EmailJun 24,2019

If you’re seeing this page, your form is missing an email field and it is required. Add [swift_email] for the signer somewhere – anywhere – into the document. Email (we’ll send you a signed copy of this doc): [swift_email] [swift_email] NOTE: High speed mode does not require email. The signer will not get a copy Read More…

Using Your Doc / Asset / Etc – What’s Next?

Sweet! You’ve published your doc! Now what? The next step is to make it easy to use, which will vary by your business. Here’s what we recommend…. First, grab a keyboard or paper and jot down – when do you currently get docs signed? That will determine the best way to implement your assets. By Read More…