{"id":2810,"date":"2020-06-07T11:56:12","date_gmt":"2020-06-07T11:56:12","guid":{"rendered":"https:\/\/swiftcloud.ai\/support\/?p=2810"},"modified":"2020-07-30T05:46:33","modified_gmt":"2020-07-30T05:46:33","slug":"pdf-e-signature","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/pdf-e-signature","title":{"rendered":"PDF e-Signature Setup"},"content":{"rendered":"<p><span style=\"color: #ff0000;\"><strong>Note<\/strong><\/span>: PDFs will not work nicely on phones because the format must match the source exactly.\u00a0Our shortcode <span style=\"color: #0000ff;\">[swift_email]<\/span> type system is better for over 90% of documents because it will work better on phones \/ tablets \/ desktop.<\/p>\n<h2>PDF e-Sign Overview:<\/h2>\n<ol>\n<li>Upload any PDF<\/li>\n<li>Click Convert when it asks you if you need it to be e-signable<\/li>\n<li>Start adding fields. Drag them into place and hit Save.<\/li>\n<li>Define what happens after e-signature &#8211; redirect the user? Show confirmation message but keep them on the page? Also set your notification &#8211; who should get a copy?<\/li>\n<li>You&#8217;re done! Link to the e-signable PDF.<\/li>\n<\/ol>\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"e-Sign PDF Setup Training on SwiftCloud - Feb 2019\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hDSj9w-mnew?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<p>Common government forms &#8211; W2, 1099s, etc are available already set up in the templates directory under &#8220;Government&#8221; &gt;&gt; &#8220;USA&#8221;.<\/p>\n<h2>Electronic Signature PDFs should be used only when format must be 100% Exact.<\/h2>\n<p>Example: Government forms i.e. USA form 1099, etc.<\/p>\n<p>They will not sign nicely on a phone, because they must match the source.<\/p>\n<p>That said, sometimes you need it, and if so, read on to get yours set up.<\/p>\n<p>New users + Visitors: ALL signed docs will generate PDFs (including the shortcode primary style, and e-signable PDFs).<\/p>\n<p>These are typically emailed to both you and the sender, and stored online in SwiftCloud for both parties.<\/p>\n<blockquote><p>NOTE: for 95% of docs, PDFs should not be used &#8211; because they won&#8217;t look as good on phones. For most clients, we strongly recommend our shortcode based system &#8211; it&#8217;s simple, responsive, easy, and works better, and will format nicely on all devices.<\/p><\/blockquote>\n<p>PDFs are used when the format must match 100% exactly to the source, such as for government forms such as U.S. W4s, i9s, W2s, 1099s, &#8211; government forms that will be turned back into the government and thus must match exactly.<\/p>\n<p>This is about making PDFs &#8211; and other images, such as blueprints or logos &#8211; electronically signable.<\/p>\n<p>Tip: to make a field required, click the gear here to open the controls for that field&#8230;<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3951\" src=\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls1.png\" alt=\"eSign PDF Controls\" width=\"793\" height=\"716\" srcset=\"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls1.png 793w, https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls1-300x271.png 300w, https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls1-768x693.png 768w\" sizes=\"(max-width: 793px) 100vw, 793px\" \/><\/p>\n<p>When you click the controls, you&#8217;ll get a popup. Click the required field to make it so&#8230;<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3952\" src=\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls2.png\" alt=\"eSign PDF Controls\" width=\"776\" height=\"739\" srcset=\"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls2.png 776w, https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls2-300x286.png 300w, https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/02\/esign_pdf_controls2-768x731.png 768w\" sizes=\"(max-width: 776px) 100vw, 776px\" \/><\/p>\n<p>Fixed Spacing is to match boxes; we recommend 22 as a starting distance &#8211; see <a href=\"http:\/\/swiftcloud.ai\/supportwebadmin\/pdf-e-sign-fields-fixed-width\" class=\"broken_link\">http:\/\/swiftcloud.ai\/supportwebadmin\/pdf-e-sign-fields-fixed-width<\/a> for more info.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3330\" src=\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/07\/esign-pdf-fields-thumb.png\" alt=\"Example eSign PDF little box fields\" width=\"414\" height=\"386\" srcset=\"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/07\/esign-pdf-fields-thumb.png 414w, https:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2019\/07\/esign-pdf-fields-thumb-300x280.png 300w\" sizes=\"(max-width: 414px) 100vw, 414px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Note: PDFs will not work nicely on phones because the format must match the source exactly.\u00a0Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones \/ tablets \/ desktop. PDF e-Sign &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/pdf-e-signature\"> <span class=\"screen-reader-text\">PDF e-Signature Setup<\/span> Read More &raquo;<\/a><\/p>\n<div class=\"blog_postmeta\"><div class=\"blog-tags\"><ul><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/e-sign\">e-sign<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/e-signature\">e-signature<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/electronic-signature\">electronic signature<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/pdf\">PDF eSign Support Articles<\/a><\/li><\/ul><\/div><div class=\"blog-categories text-right\"><a rel=\"canonical\" data-toggle=\"tooltip\" data-placement=\"bottom\" title=\"General Support\n\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/category\/support\">SwiftCloud Support<\/a><\/div><\/div>","protected":false},"author":1,"featured_media":3194,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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