{"id":3053,"date":"2018-10-19T05:55:41","date_gmt":"2018-10-19T05:55:41","guid":{"rendered":"https:\/\/swiftcloud.ai\/support\/?p=3053"},"modified":"2023-06-01T10:54:19","modified_gmt":"2023-06-01T14:54:19","slug":"email-to-e-signor","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/email-to-e-signor","title":{"rendered":"e-Signor PDF Emailed Copy"},"content":{"rendered":"

You can easily change and customize the email to people who e-sign<\/a> a doc, take a poll or quiz or test, fill in a form, pay an invoice, or a any other upcoming features – in most cases we try to keep the user interface consistent.<\/p>\n

In all cases, we’ll group what happens for you into a box and what happens for the other party \/ parties in a separate box. In here you can find the settings for the email the signor will get.<\/p>\n

NOTE: this email will have your logo, your colors, your social links (i.e. facebook) as per settings in your profile. See “Branding<\/a>” for more info on this.<\/p>\n

On the backend controls, in the pink “User Experience Flow” box you’ll see a plus symbol like so…<\/p>\n

\"e-signature<\/p>\n

When you click it, you’ll have another red-outlined area added which contains a choice of either a single email autoresponder, and you can also optionally add a sequence (i.e. marketing series, training, etc.).<\/p>\n

Note you can include shortcodes and we’ll replace that on the fly. For example, if your subject-line is<\/p>\n

Thanks [swift_firstname FirstCap]!<\/pre>\n
and someone signs the doc as “JOHN DOE” or “john doe”, then we’ll replace that subject line with<\/p>\n
Thanks John!<\/pre>\n
FirstCap will de-capitalize all letters and capitalize the first regardless of how it was captured, which helps it look more correct and more human. If you used swift_name instead of swift_firstname it would address them as their full name, John Doe in this case.<\/p>\n
If you click the the red-arrow icon below (Merge Icon) it will drop the corresponding mail-merge fields (i.e. swift_firstname).<\/p>\n
The blue arrow refers to templates (your own – helpful if you keep using the same text many times).<\/p>\n
\"e-Sign<\/p>\n
NOTE: An email to someone who e-signs is required. It is legally important to give a copy of anything signed to your clients, and so for that reason, certain functions for e-signature specifically may be required.<\/p>\n
We will also require this for receipts on e-commerce and invoices.<\/p>\n
Also at the bottom, by default we have this shortcode:<\/p>\n
[swift_reserved_attach_docsigned]<\/pre>\n
This is a special function and will attach the PDF of the signed item.<\/p>\n
For other assets such as invoices or envelopes, the same basic principles apply – it will usually be a pink box labeled as User Experience or Customer Experience etc.<\/p>\n
As always, if you have any questions, let us know and we’ll update this help entry.<\/p>\n","protected":false},"excerpt":{"rendered":"
You can easily change and customize the email to people who e-sign a doc, take a poll or quiz or test, fill in a form, pay an invoice, or a any other upcoming features – in most cases we try …<\/p>\n
  e-Signor PDF Emailed Copy<\/span> Read More »<\/a><\/p>\n