Think of it as a booklet with a table of contents. Here’s an example, this one showing “Branding” – the company’s logo & colors:<\/p>\n
![\"branded](\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/04\/esign_envelope_branded.png\")
<\/p>\n
This is great for things like…<\/p>\n
- \n
- Sales proposals<\/strong> – include some boilerplate info about your company, about this service, etc., approach to the project, setup forms, e-signature contract, and an invoice all in one smooth experience.<\/li>\n
- Hiring \/ Employee Onboarding<\/strong> – get all your HR docs in one cohesive all-or-nothing experience so you’re not chasing loose ends or dealing with mountains of paperwork.<\/li>\n
- Real estate transactions<\/strong> or other complex transactions (mortgage, business financing, etc.) where you have a lot of documents that need signing and they’re all separate docs, but related to one overall project.<\/li>\n
- And of course, anything else where you have several items you want bundled together.<\/li>\n<\/ul>\n
To assemble an envelope is easy. First, create a new envelope…<\/p>\n
![\"Envelope](\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/04\/Envelope-e-signature.png\")
<\/p>\nthen choose the contents by clicking add new….<\/p>\n
![\"electronic](\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/04\/envelope-compose.png\")
<\/p>\nNote this can contain nearly anything! Docs, PDFs, Invoices, videos, images, spreadsheets…\u00a0 here’s what an unbranded one will look like on the front-end for the signer<\/p>\n
![\"sales](\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2018\/04\/proposal_pages.png\")
<\/p>\nThat’s the basics. Need more? We’ll add some in-depth training videos soon.<\/p>\n","protected":false},"excerpt":{"rendered":"
Envelopes allow you to bundle many related docs & other items together. These can contain things like… Electronic Signature Docs and\/or PDFs Invoices Product e-Commerce Details Boilerplate text \/ docs or spreadsheets PDFs, images, videos such as a video about …<\/p>\n
Envelopes for Electronic Signature & Sales<\/span> Read More »<\/a><\/p>\n
- Hiring \/ Employee Onboarding<\/strong> – get all your HR docs in one cohesive all-or-nothing experience so you’re not chasing loose ends or dealing with mountains of paperwork.<\/li>\n