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…

Roles

RolesMar 14,2020

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 then You (Vendor), Student then Teacher. Tag Contacts, so you can group audiences for marketing 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…

PDF e-Sign Fields: Fixed Width

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

User Sessions

User SessionsApr 27,2019

A “Session” is an doc + personalized data within it. TIP: Often used for sales contracts or HR packets. Note there are 2 Modes to Sessions: SALES “ACTIVE” MODE: Parties are known – “Backend Mode”. Example: Sales Contract for a specific client. WEB “PASSIVE” MODE: Parties are unknown, and automation rules are created based on Read More…

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…