Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: PRE-SIGNED: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it…
e-signature
Conditional Logic Forms
We’ve added an exciting new feature to our electronic signature system, which is… TIP: RELATED: See also “Conditional Redirect“ Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get…
User Sessions
A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to…
PDF e-Signature Setup
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…
What Authentication Level Should I Use?
What signor authentication level you require depends on your choice and use and balance between hassling the users (signor(s)) and ease of use. More secure = more hassle for user. Greater legal defense. Less work (easier) = less secure /…
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…
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…
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…
W-9 Electronic Signature
To setup your own W-9 Electronic Signature page, just clone the template we have already created. Naturally, in your W-9 Electronic Signature page you’ll still need to set up…. Notification – who gets a copy of this? All the data & automation…
