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…

WordPress Electronic Signature Setup

5 Minute Setup of WordPress Electronic Signature NOTE: We use WordPress-style shortcodes (see video below), but at this time, integration to WordPress is minimal – though after signature, we usually just send a client back to your website. See video below for more info – it’s similar to WordPress, but the actual signature happens on 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…

Missing Thanks Page

Missing Thanks PageJan 16,2018

If you’re setting this message, you need to define your thank-you page a user sees after filling your form. It’s easy! We recommend… Create a simple page on your website like YourSite.com/form-submitted or YourSite.com/thanks or YourSite.com/payment, publish it, and note the URL into the space below. On that page, add a simple message like “Thanks! Read More…

Electronic Signature Shortcodes

Below is a list of currently supported electronic signature shortcodes: First, note when you install the plugin, if you are using WordPress’ native editor and not a plugin (i.e. Tiny MCE, CK editors, various bootstrap systems..) you will see a shortcode generator that just saves you the hassle of having to look this up – Read More…