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…
e-sign
Roles
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…
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……
Electronic Signature Quick Start
Welcome! Here’s the basic Electronic Signature 5 Minute Setup… The basic process for most common installations is: Create a thank-you after-signature page like “Thanks! We’ve received your doc” – or send the user directly to payment, or scheduling – whatever…
WordPress Electronic Signature
5 Minute Setup of Electronic Signature NOTE: Any e-Sign that happens on a server in which you control the HTML can be dismissed, because you have the potential for CSS or Javascript obfuscation of signer intent, and/or change to signer…
Multi-Language Docs
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. Summary: Setup the…
Electronic Signature Field Names Not Showing
If your field names are not showing on an electronic signature document, be sure the “placeholder” is defined when you add the field – it’s easy. You can also just directly modify the shortcode – the popup tool is simply…
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…
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,…
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…
