URL Generator

URL GeneratorFeb 21,2019

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…

High Volume E-Signature – High Speed Mode vs. Social Mode

SwiftCloud e-Signature contains 2 modes of operation: High Speed “Simple” Mode. This is best for high volume simple docs like liability waivers. It was originally designed for a waterpark that needed 1,000 e-signatures per day, though of course you can use it for any document. Social Mode. This is best for higher value docs like Read More…

Electronic i-9 Form

Electronic i-9 FormFeb 08,2019

Electronic i-9 form online completion is an option with SwiftCloud, but it’s a bit complex – not due to technology, but due to government regulations. Below includes some guidance to how you want to handle your electronic i-9 form policies. TL;DR: E-Sign I-9 can be e-signed, but the worker MUST present physical evidence to the 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…

Useful Snippets

Useful SnippetsJan 18,2019

The following snippets of shortcode may be of use for dropdowns in e-sign docs and other forms. Feel free to copy and paste these into your own docs. We’ll evolve this over time… Note: Countries is built into SwiftCloud, just add [swift_country_dropdown required] USA States – Abbreviations (Note: Is missing DC, Guam, etc – add 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…

Email Not Arriving

Email Not ArrivingOct 21,2018

If you are not getting notified of some action happening such as an electronic signature doc not sending you a PDF, this will help. STEP 1: Ensure notification to you is enabled. By default, this is ON, however, you should check to what email or emails it is sending to. On the backend page for Read More…

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…

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 work for user Less work (easier) = less secure / less proof the signor is who they claim to be More details & options to follow. NOTE: We Read More…