# Electronic Signature Setup

SwiftCloud

Full page: https://swiftcloud.ai/support/welcome/esign

## Business details

- **Phone:** 843.410.9103 (tel:8434109103)
- **Email:** swiftcloudhelp@Gmail.com
- **Website:** https://swiftcloud.ai

- 1. Setup The Doc (Import or Copy-Paste)
- 2. Set Your Branding (1-time Setup)
- 3. Publish & Get Signatures!

### 1. Set Up Your e-Sign Doc / Intake Form

Get logged in at [SwiftCloud.co](https://SwiftCloud.co/)

Once logged in, click the Drive icon on the left like so…

Click Drive then Add New, or New Doc, or Upload if you want to convert a Word doc.

### **e-Docs vs PDF – which to choose?**

IF your formatting is very very specific (think government W-4 or 1099 tax forms, where the output must match exactly), then PDF e-Sign may be best.

If you do not need an absolute-match on output, then we recommend our e-Docs Fluid-Width system, as they work better on phone, tablets, etc.

### e-Sign Docs / Main / Default

Note: This will generate an e-Signed PDF. It will work better on a phone / tablet.

### Fixed-Formatting e-Sign PDFs

Usually just for government docs with very specific formatting. Use this only if you truly need it.

Choose 1 doc to set up.

TIP: You can setup unlimited docs in your account.

Options

1. **Create New** then Copy & Paste (most common)
2. **Import a doc** from Microsoft Word, PDF, Google Docs, or some other format
3. **Or grab a template** and modify it.

Not sure? Start with the doc you want signed.

Need more advanced stuff like payments, scheduling, multi-party eSign? We’ve got you covered – best is start simple, get a quick win, then learn as you go.

### 2. Branding Your Account (1-Time Setup)

For most, this is just

1. Username
2. Logo

Just click on Settings on the bottom left, then “Branding”, like so:

![e-Sign Account Branding](/support/wp-content/uploads/2024/10/eSign_setup-1024x921.png)

### 3. Publish & Get Signatures!

At any time, click Save then click Preview to view your doc.

Most common: Link from your website, and / or save into your email signatures.

Once your doc is set up, what do you do with it?

Most people do the following:

1. Add to their website, if it’s a “Set it & forget it” doc
2. Add into Email Templates – email signatures, or email snippets
3. Bookmark or set as a homepage on a tablet in their office, if you have walk-in traffic or meet clients in person
4. Print QR codes and add to signage (order a sticker? Print & hang?)

The goal: keep ’em handy.

If you’re using [SwiftCRM.com](https://SwiftCRM.com/) day-to-day, this will be easier, since it’s all integrated.

Want eSign for Sales Contracts, Estimates, Field Services work? You may also want to include Invoices / Estimates in an “Envelope”…

Advanced: Pre-Fill a client’s data into a contract.

TIP: Don’t start here. We’re just showing you what’s possible – after your doc is set up.