Branding Your Account

SwiftCloud should match your style! Here’s how to style SwiftCloud to display your colors and logo. This will affect e-signature docs, envelopes, and over time, much more – emails, invoices, account portals and more. Let’s set it up. It’s easy, once you know where to look. The yellow arrows below show just one example: Go 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…

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…

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…

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…

Upload for Forms & Electronic Signature

This help file refers to multiple systems, specifically: Electronic Signature documents (Docs or PDFs, etc.) Website Forms (without e-sign) Upload-to-Me System built into your user profile To use upload in a doc-based web form or electronic signature document, just add the shortcode [swift_uploader] into the text, and we’ll handle the rest. It will look like 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…

Enable One-Click Login

It’s easy! Just click, in this order… Yellow Orange Red Blue Remember to click Save at the bottom Once you’ve done this, you can, in the future just click these buttons to log in rather than having to type your email, remember a password, etc. Why do this? Save Time! Accidental 2nd Accounts: It also 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…

URL Generator

URL GeneratorFeb 21,2018

NOTE: This article addresses 2 “Modes”, which are: USING the URL generator. That’s pretty self explanatory. If you are a sales rep and just need to use the URL generator, go to the URL your sales team leader or tech consultant has given you. The tool is very straightforward, and the below will probably confuse Read More…