W-9 Electronic Signature

To setup your own W-9 Electronic Signature page, just clone the template we have already created. Naturally, in your W-9 Electronic Signature page you’ll still need to set up…. Notification – who gets a copy of this? All the data & automation for you behind the scenes you want to happen is defined in the blue box Read More…

PDF Conversion to e-Signature

Note: Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDFs will not work nicely on phones because the format must match the source exactly. Common government forms – W2, 1099s, etc are available already set up in the templates directory Read More…

Publish Google Doc as PDF

Publish Google Doc as PDF on the fly. This is not “how to save a PDF”, but better – how to format a Google Doc so it continuously produces a real-time PDF from the doc.