You can customize all your URLs in SwiftCloud / Swift CRM. More precisely, you can… Change the ending to something short, human-friendly, easy to say if needed. You can also change the base URL with “domain mapping”. This video explains: To map a domain to SwiftCloud / SwiftCRM, see here. This is typically one-time-setup. Questions? Read More…
Category: electronic signature
We are working on Conditional Redirect, so that if a user for example clicks X, send to A, but if they click Y, then send them to B after they eSign, or pay a bill, etc. TIP: RELATED: See “Conditional Logic eDocs“ Over time, this will get more and more powerful, as it is integrated Read More…
We’ve added an exciting new feature to our electronic signature system, which is… TIP: RELATED: See also “Conditional Redirect“ Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get parent signature Do you have any allergies or injuries? // if yes, get more info, Read More…
Note our Electronic Signature API has 2 parts: Inbound & Outbound eSign / eDocs: Inbound: Inject variables into a contract or doc to be signed. This can even include a base 64 image (say, for an X-ray image, or driver’s license) eSign / eDocs: Outbound: Notification when a doc is signed, including with the URL Read More…
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 confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…
This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. SEE ALSO: Domain Mapping – you can map a domain to SwiftCloud servers, even multiple; most common is subdomains like secure.YourDomain.com TIP: SwiftCloud may be pre-integrated Read More…
You can now get a signature and payment all in one step, on one doc. NOTE: If your doc contains Electronic Signature and a Payment Form, we will automatically change the button to Sign & Pay We have a variety of shortcodes for this, including choose a product, manual entry of dollar amount, and others. Read More…
GOAL: Show Jane Doe instead of Guest User 8349 Problem: We need _1_ contact to be the “master namer” at any given time. This occurs because there can be multiple people in a doc (i.e. child + parent, seller(s) + buyer(s), etc.). TL;DR Summary: Replace the most important role’s field that starts with additional contact, Read More…
We are developing an e-Sign Bill of Lading for a very large fortune 500 company that contains some special features worth mentioning. Naturally, it has our fabulous electronic signature in it, but much more. All of SwiftCloud is by default phone accessible, and e-Docs even support offline access (read: no cell signal- they’ll store the Read More…
Client, Student, Patient – who is your default role? Roles are critical and easy, once you know where to look and how to use them. Roles help you… work with Multi-Party e-Sign docs and forms. Example: Seller then Buyer, Client then You (Vendor), Student then Teacher. Tag Contacts, so you can group audiences for marketing Read More…
