Bulk Email broadcasting in SwiftCloud / SwiftCRM is easy, once you know where to look. First, here’s the easy short summary: Import a CSV list of people / companies you want to contact Write the message you want to go…
electronic signature
![SwiftCloud Email Marketing](https://swiftcloud.ai/support/wp-content/uploads/2020/11/SwiftCloud_Email-220x220.png)
![e-Signature Example Multi-Party](https://swiftcloud.ai/support/wp-content/uploads/2018/08/e-signature-wordpress-img-220x197.png)
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: PRE-SIGNED: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it…
![Computer Code](https://swiftcloud.ai/support/wp-content/uploads/2019/01/code-220x220.jpg)
API: Electronic Signature
Note our Electronic Signature API has 2 parts: Inbound & Outbound eSign / eDocs: Inbound: Inject variables into a contract or doc to be signed. This can even include a base 64 image (say, for an X-ray image, or driver’s…
![](https://swiftcloud.ai/support/wp-content/uploads/2020/12/custom-urls-R7XK9OyC2NE-220x220.jpg)
Custom URLs
You can customize all your URLs in SwiftCloud / Swift CRM. More precisely, you can… Change the ending to something short, human-friendly, easy to say if needed. You can also change the base URL with “domain mapping”. This video explains:…
![Redirect Logic](https://swiftcloud.ai/support/wp-content/uploads/2020/10/redirect-logic-220x220.png)
Conditional Redirect
We are working on Conditional Redirect, so that if a user for example clicks X, send to A, but if they click Y, then send them to B after they eSign, or pay a bill, etc. TIP: RELATED: See “Conditional…
![Sessions - Chain image](https://swiftcloud.ai/support/wp-content/uploads/2019/05/chain_teamwork-220x220.jpg)
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…
![e-Sign PDF](https://swiftcloud.ai/support/wp-content/uploads/2019/02/pdf-icon-220x220.png)
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…
![Legal e-signature](https://swiftcloud.ai/support/wp-content/uploads/2018/09/Pillar_LowAngle_Closeup_Massive_Day-220x220.jpg)
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 /…
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Roles
Client, Student, Patient – who is your default role? Roles are critical and easy, once you know where to look and how to use them. Roles help you… work with Multi-Party e-Sign docs and forms. Example: Seller then Buyer, Client…
![electronic signature setup](https://swiftcloud.ai/support/wp-content/uploads/2016/11/electronic-signature-wordpress-1-220x220.jpg)
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…