Guest User (Name Missing)

EASY FIX: Guest User instead of Name TIP: SwiftCloud Docs must have exactly one [swift_name_both] per role. Example: [swift_name_both name=”swift_name_both” role=”Client” required] NOTE: If you add multiple “Name both” into a doc, AND the role is the same, it will convert it to something like [swift_name_both name=”extra_swift_name_both_1588184473527″ role=”Client” required] TIP: Revise that big string of Read More…

How to Sell Leads in SwiftCloud

NOTE: This is the technical operational flowchart of How to Sell Leads Online using SwiftCloud. Below we’ll dive into the business aspect a bit, but once you have a buyer or multiple buyers (easy), here’s how SwiftCloud can help you hook it all up. You have 2 basic ways to hook up the lead distribution, 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…

Critical Security Update: Update Forms with Credit Cards, SSNs, PWs

Important: If you have #e-Sign forms with credit card numbers or government IDs (SSN, etc), it is important you use the specialized fields designated for these. These fields are new as of February 2020. The data within them will be… Hidden in PDFs sent via email, (starred out) Hidden in email data to the form-owner Read More…

Momentum Forms

Momentum FormsMar 04,2020

Momentum Forms are incredibly powerful for lead generation. You can also use them for surveys or customer service logic-flows. They will show one question at a time. This is, as the name implies, helpful to build momentum. The first slide should be as easy, instant, and inviting to answer as possible – do NOT start Read More…

Missing Email

Missing EmailJun 24,2019

If you’re seeing this page, your form is missing an email field and it is required. Add [swift_email] for the signer somewhere – anywhere – into the document. Email (we’ll send you a signed copy of this doc): [swift_email] [swift_email] NOTE: High speed mode does not require email. The signer will not get a copy 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…

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…

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…

WordPress Form Installation

Installing SwiftCloud Forms into WordPress is very simple, but we have a variety of form-types and thus many ways to install your forms, depending on what you want to accomplish. Click on any of the links below for more info: Basic Contact Forms – Contact page, footer forms, etc. e-Signature Documents Signable WordPress Pages PDFs Read More…