5 Minute Setup of WordPress Electronic Signature
NOTE: We use WordPress-style shortcodes (see video below), but at this time, integration to WordPress is minimal – though after signature, we usually just send a client back to your website. See video below for more info – it’s similar to WordPress, but the actual signature happens on our server (for security and reliability, and was required for more complex situations like multi-party signature etc.)
To get started, click https://swiftcloud.ai/products/electronic-signature
and choose a package that meets your needs.
Note we have discontinued the free program at this time as it simply was a lot of work for no payoff, so we’ve chosen to focus on serving fewer clients with better service. We may re-introduce limited free trials in the future, but have no plans to continue with free indefinite options. That said, what’s your time, paper, ink, toner & print cartridges worth? Even more valuable is fewer lost sales due to “slippage” – e-signature = faster commitment = ability to “strike while the iron is hot”.
Signing a doc for someone else (a subscriber) is always free.
LEGACY 1.0 SYSTEM BELOW: Slated for closure Summer 2018
Note all data will be migrated over summer of 2018; below is left active for a legacy transition period.
Most shortcodes are intentionally the same, so in most cases, you should be able to have 90% of your doc done by copying and pasting from WordPress into SwiftCloud Docs and most fields will work as-is.
- First, install the plugin. The easiest and fastest – no FTP required – is login to your WordPress control panel >> Plugins >> Add New, search for “Swift Signature” and click “Install Now” and then the blue “Activate”
- Next, a small alert box will show at the top, asking if you want the plugin to auto-create 2 pages for you, (Click Yes) which will be:
- eSign — a very basic starter page which you can modify as needed, and…
- thanks – the page we’ll redirect users to after e-signature is done. Note: you can also redirect the user to payment after signature, or signature after payment, etc. – but for now, setup the basics and get it working, then add features as needed.
- Next, you’ll need to create a Swift Signature account here. Once you’ve signed up and are logged in, click https://swiftcloud.io/form/create-form and create a form. Give it a name – Test Form is fine for now, you can rename it anytime – and hit save. Note the number that’s generated in the URL or if you click “Install”:
- Before you leave the form, on the right side “after capture” section, drop in a URL for your signors to be dropped onto – typically a page just called “thanks”. Swift Signature will redirect the user back to that page after the signor slicks Sign & Send. For now, just enter http://YOURWEBSITEHERE.com/thanks and then later, create a page with thanks as the slug / URL.
- Next, you need to take that number and drop it into your form – take note of that number and drop it into the form, like so (replace the 123 with your form-number)
- Hit Publish. You’re done! Well, done with a sketch – by now, you should have the basics working. Note if you have a free account, PDFs of the signed docs are stored online, not emailed to you (paid accounts will get PDFs to both signor and you, the recipient form-owner).