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://swiftcrm.com/products/electronic-signature…
electronic signature
Branding Your Account
You are more important than us. SwiftCloud should be invisible, other than a small “powered by” at the bottom. Ideally all docs should be signed on… A page with your logo and background A subdomain of yours like https://Clients.YourExampleDomainHere.com Here’s…
Electronic Signature Shortcodes
Below is a list of currently supported electronic signature shortcodes: Last Updated: July 10th, 2018: Please note this document is being updated to the version 2 system, most of this is correct but if you experience any issues let us…
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…
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…
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…
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…
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…
Missing Thanks Page
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…
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”….
