{"id":2854,"date":"2020-05-08T17:42:54","date_gmt":"2020-05-08T17:42:54","guid":{"rendered":"https:\/\/swiftcloud.ai\/support\/?p=2854"},"modified":"2020-05-31T00:43:15","modified_gmt":"2020-05-31T00:43:15","slug":"in-person","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/in-person","title":{"rendered":"In-Person e-Signature (Kiosk, Tablet)"},"content":{"rendered":"
The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive to set up.<\/p>\n
You’ll get all the benefits of e-signature on the web, meaning if-then branching logic, automatic connection to marketing & follow up (including for referrals & reviews & social media), integration of offline & online & more.<\/p>\n
Most clients who need this have the same form in 2 versions:<\/p>\n
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TIP: If-then logic is great for parents & children if you have a school for ninjas. Or you’re a dentist with teen patients. Or need to add\/subtract a waiver section based on checkboxes of activities. Or hundreds of other uses…<\/p><\/blockquote>\n
Let’s set your e-signature kiosk or tablet… It’s easy!<\/p>\n
First, setting up your electronic signature form for tablet \/ kiosk mode is simple, just select the after-signed behavior in the pink box like so:<\/p>\n
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Many small businesses want their e-sign docs to be on both the web and available in person. This is best done by making 2 separate clones in your drive (easy – just copy & paste the first one). The reason for this is so you can define what happens after the user has signed.<\/p>\n
Note e-Signature Kiosk mode will do the following:<\/h3>\n
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- After signature, it will reset itself.\u00a0<\/strong>\u00a0The doc will reload itself for the next person, but will display a big success message. You could optionally forward someone to payment if you wanted, then reset it back from there.<\/li>\n
- The form will\u00a0 try to prevent “autocomplete”<\/strong> when in kiosk mode, so that the data of some signor does not get cached into the browser. This is NOT recommended for web-mode, when that browser is not shared, but this IS recommended for any browser that is multi-user, such as this kiosk or tablet – you don’t want the browser saving someone’s name, email, phone, etc. in this case.<\/li>\n
- The data can still be automated<\/strong> & sent to some system – we can email various parties, post to some remote API such as your membership system, etc. If you need to print a ticket, dispense a wristband, etc. these things can probably be automated, contact our support<\/a> team. By default, we’ll email you & the signor(s) a copy of the form.<\/li>\n<\/ol>\n
BETA: Contact us if you need offline mode.<\/p><\/blockquote>\n
Preparing your eSign Docs for Kiosk<\/h3>\n
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- Click Get Started above to setup your SwiftCloud e-Sign account<\/li>\n
- Go through the wizard to setup your company, and your doc(s). This is pretty easy, internally when we do it most typical is under 15 minutes. Most companies just copy & paste from a Word doc etc. then replace the ___ with fields using the tool, or grab a free template, clone a copy, and modify as needed.<\/li>\n
- Once you have your doc set up, select the in-person mode above, and decide what you want to happen with the data – want it emailed somewhere? Posted to some API or membership system?<\/li>\n
- Get your e-Sign Kiosk \/ Tablet hardware (see below) and set your first e-sign doc as the browser homepage on it, and set the browser to full screen mode if needed (usually this is automatic on tablets).<\/li>\n<\/ol>\n
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Using Your Docs \/ Store \/ Portal:<\/h2>\n
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- Set the SwiftCloud doc as your home on the browser in the settings, and set to open to that page each time you close a browser and open it. In Chrome, that’s under Settings, for Apple Safari, Preferences.<\/li>\n
- Next you want to restrict access to a given domain or specific page.<\/li>\n<\/ol>\n
APPLE \/ iPad, etc.<\/p>\n
How to Setup Kiosk Mode & Lock Your iPad to Just One App<\/a><\/p><\/blockquote>\n