Sales Contracts<\/strong> on which you fill in most of the contract details so that when the client gets it, they just need to verify some things and sign it. Fields can be unlocked (say, spelling of their last name) or locked (say, a price) and even tied to a specific role (buyer-fields vs. seller-fields).<\/li>\n<\/ul>\nHOW TO USE SESSIONS – It’s easy!<\/h3>\n
You can access an existing session or create a new one from one of two places:<\/p>\n
\n- Contact Detail – click files at the bottom, or add new – OR<\/li>\n
- The file itself – click the Sessions tab. Once you click it, you can see recent sessions and\/or click add new.<\/li>\n<\/ol>\n
Here’s the view from the doc editor backend… to create a new session simply click the orange Add New button, of course; it will ask you who to add and what role they play if needed. If you only have one role in the doc, the system won’t ask.<\/p>\n
You can also click any name to bring up an existing session.<\/p>\n
<\/p>\n
Click the Add New orange button top right (yellow arrow) then fill in a name or email into the “who-box” (orange arrow) and define a role.<\/p>\n
TIP: The roles should correspond to your doc. You also fill a role (i.e. vendor, supplier, employer, agent).<\/p><\/blockquote>\n
<\/p>\n
Here’s another way of getting to the same sessions – from the user’s contact detail page. Simply click the link in the table, or click the Add New if needed.<\/p>\n
<\/p>\n
As always, if you have any questions let us know and we’ll update this page.<\/p>\n","protected":false},"excerpt":{"rendered":"
A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to …<\/p>\n
User Sessions<\/span> Read More »<\/a><\/p>\n- e-sign<\/a><\/li>
- e-signature<\/a><\/li>
- electronic signature<\/a><\/li>
- envelopes<\/a><\/li>
- sales<\/a><\/li>
- SwiftCloud Forms Generator<\/a><\/li><\/ul><\/div>
electronic signature<\/a><\/div><\/div>","protected":false},"author":1,"featured_media":3290,"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 center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[398],"tags":[86,87,89,388,389,98],"_links":{"self":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/3289"}],"collection":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/comments?post=3289"}],"version-history":[{"count":20,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/3289\/revisions"}],"predecessor-version":[{"id":3774,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/3289\/revisions\/3774"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/media\/3290"}],"wp:attachment":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/media?parent=3289"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/categories?post=3289"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/tags?post=3289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}