User Sessions

User SessionsJun 11,2020

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

Guest User (Name Missing)

GOAL: Show Jane Doe instead of Guest User 8349 Problem: We need _1_ contact to be the “master namer” at any given time. This occurs because there can be multiple people in a doc (i.e. child + parent, seller(s) + buyer(s), etc.). TL;DR Summary: Replace the most important role’s field that starts with additional contact, 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…

Fieldname Translator (Json Variables Renamed)

Here’s an example Json file, which translates variable names, below: Why this is needed: SwiftCloud has a few fields that are required, such as name, email Your remote system, such as some other CRM, will take simple POST data, but the variable field-name is different. Example: We store as “name” (which is “full name / 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…

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

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…