e-Signor PDF Emailed Copy

You can easily change and customize the email to people who e-sign a doc, take a poll or quiz or test, fill in a form, pay an invoice, or a any other upcoming features – in most cases we try to keep the user interface consistent. In all cases, we’ll group what happens for you Read More…

WordPress E-Signature Plugin 1.0 to 2.0 Migration Guide [Easy]

Migrating from the legacy (and sometimes buggy) 1.0 WordPress e-Signature plugin is easy – 90% is just copy and paste including the shortcodes. To migrate your WordPress e-Signature Plugin to SwiftCloud-Docs, we recommend the following steps: Pick any plan on https://swiftcloud.ai/products/electronic-signature and get signed up. All plans have a 60 day money-back guarantee and this can Read More…

Branding Your Account

You are more important than us. SwiftCloud should be invisible, other than a small “powered by” at the bottom. Ideally all docs should be signed on… A page with your logo and background A subdomain of yours like https://Clients.YourExampleDomainHere.com Here’s how to style SwiftCloud to display your colors and logo. This will affect e-signature docs, Read More…

e-Signature: Client + You Options

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: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it becomes really a 1-party e-signature so there’s less to set up. For things like sales contracts Read More…

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…

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…

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…