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

TIP: SwiftCloud Login with Facebook and/or Login with Google will save you time, reduce the odds you get locked out. NOTE: We cannot see your Google or Facebook password, it gets “tokenized”. You can revoke access anytime. This is actually more secure than a password, if you also use 2-step access. NOTE: It doesn’t matter 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

Congratulations! You probably just had your first doc signed. But why are you seeing this page? You have not yet defined the pink box FOR THEM settings. Check the Pink Box on the backend of your doc. What do you want to happen after someone signs? Drawing your attention to a few things…. RED: Hover Read More…

e-Signature Error: Please enter at least one field from Email

If you see the following error, please ensure you have somewhere in your signable area the “email” field. How to solve: Easiest: If you’re using our Electronic Signature WordPress Plugin, we have added to your WordPress Editor a “shortcode generator”. All it does is generate shortcodes, so that you don’t have to remember them. Here Read More…

e-Signature Page Not Found Error [Solved]

If you have set up electronic signature, and are getting a “Page Not Found” error when you run a test, the most likely scenario is the thank-you-page, the page the form is set to redirect to after submission, has not been set. Here’s how to fix – it’s easy: Login to SwiftCloud and go to https://swiftcloud.io/form/my-forms Click Read More…