Roles Automation & Multi-User Signature

GOAL: Multiple people sign a single document or set of documents (“Envelope”). How: You’ve got 2 options: You do NOT know all the parties to the signature up front; other parties will be added by the first party. Example: Temp worker who sends a timesheet to his/her supervisor to sign off on the hours. The Read More…

Electronic Signature Shortcodes

Below is a list of currently supported electronic signature shortcodes: Last Updated: July 10th, 2018: Please note this document is being updated to the version 2 system, most of this is correct but if you experience any issues let us know. We will audit & correct this doc asap.   REQUIRED =============== [swift_email] // this Read More…

Envelopes for Electronic Signature & Sales

Envelopes allow you to bundle many related docs & other items together. These can contain things like… Electronic Signature Docs and/or PDFs Invoices Product e-Commerce Details Boilerplate text / docs or spreadsheets PDFs, images, videos such as a video about your company Almost any doc that can be uploaded to SwiftCloud Think of it as Read More…

Required / Not Required Fields

Note: This help article refers to multiple systems, but after seeing this, you’ll get the idea – we try to make things clear & simple! Electronic Signature >> Docs: Just remove “required” from the shortcode – it truly is that simple: Red = required below Green = not required To set a PDF or image-overlay Read More…

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 comes next. Copy & Paste your doc into the SwiftCloud Docs editor after using the Read More…

WordPress Electronic Signature Setup

5 Minute Setup of WordPress Electronic Signature NOTE: We use WordPress-style shortcodes (see video below), but at this time, integration to WordPress is minimal – though after signature, we usually just send a client back to your website. See video below for more info – it’s similar to WordPress, but the actual signature happens on Read More…

e-signature PDF Page breaks

We’ve added a new shortcode to SwiftCloud’s electronic signature 2.0 (.AI, not IO) system, which is [swift_newpage] Adding this will force a page-break in the PDF, typically used in electronic signature docs, but it can be used any any PDF too i.e. sales proposals. This is useful to keep separate sections of a page from Read More…

Conditional Logic Forms

We’ve added an exciting new feature to our electronic signature wordpress plugin (and the same exact shortcodes will apply to SwiftCloud-side docs, so that users can transfer back and forth between WordPress and SwiftCloud), which is… Branching / Conditional Logic What’s that? Glad you asked…. Conditional Logic allows you to show or hide sections based on Read More…

e-Signature Debugging: Most Common Errors

If you’re having any problems with our e-Signature plugin, here are the most common errors: First, a note: the way our system works is our system goes to your website, scrapes your signable page, and merges it with the signature-data. Therefore, the page must be public in order for this system to work. We are Read More…

e-Signature Error: Please enter at least one field from Email

If you see the following error, please ensure you have somewhere in your signable area the “email” field. How to solve: Easiest: If you’re using our Electronic Signature WordPress Plugin, we have added to your WordPress Editor a “shortcode generator”. All it does is generate shortcodes, so that you don’t have to remember them. Here Read More…