User Sessions

User SessionsJun 11,2020

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 confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

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 Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

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 / less proof of identity. NOTE: Your legal rights may be affected by the choices you 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…

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

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 intent. For that reason, the actual signature must happen on our server, in an environment 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…

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 a shortcode generator so you don’t have to remember all the codes. Let’s go through Read More…

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 for you behind the scenes you want to happen is defined in the blue box Read More…

Marketing Goal Tracking with SwiftCloud

SwiftCloud can fire a Google Tag page-view with various events such as an electronic signature doc signed, invoice paid, e-commerce purchase, helpdesk ticket resolved, and more. Why do you care? This gives you tremendous flexibility for reporting. Here’s a few example uses: When a contract is e-signed, you could… Start a retargeting / remarketing campaign Read More…