Category: SwiftCloud Support

Accounting: Subscription Expired

How to fix a “Subscription Expired” message so it doesn’t happen again.

Password Reset / Forgot Password

Need a password reset? Click Login Troubles here… Don’t worry – it happens to all of us. TIP: When you get logged in, enable “login via Facebook” and “Login via Google”! It makes login easier, faster, and helps secure your account. Here’s how: RED – click the gear bottom left… ORANGE – click Edit Profile Read More…

We ❤️ Developers

Welcome Developers! SwiftCloud can help you save time, earn more, impress your clients or team and more. We also speak your language – if you need something, reach out to us. TL;DR: We have inbound + outbound APIs. Inbound = easy, and low risk for us. Inbound data to fill an e-Sign form / contract Read More…

Electronic Signature Quick Start

Welcome! Here’s the basic Electronic Signature 5 Minute Setup… The basic process for most common installations is: Create a thank-you after-signature page like “Thanks! We’ve received your doc” – or send the user directly to payment, or scheduling – whatever comes next. Copy & Paste your doc into the SwiftCloud Docs editor after using the Read More…

1 Click Login

1 Click LoginMar 3,2020

Difficulty: easy Time: 3 minutes If you have an existing SwiftCloud account and you want to add login-via-facebook and/or login-via google and/or login-via windows live, simply…. Click the gear bottom left, then click Edit Profile Click Accessing SwiftCloud Click the service you wish to login with. TIP: This will help you login in the future Read More…

Fieldname Translator (Json Variables Renamed)

Here’s an example Json file, which translates variable names, below: Why this is needed: SwiftCloud has a few fields that are required, such as name, email Your remote system, such as some other CRM, will take simple POST data, but the variable field-name is different. Example: We store as “name” (which is “full name / Read More…

WordPress Electronic Signature

5 Minute Setup of Electronic Signature NOTE: Any e-Sign that happens on a server in which you control the HTML can be dismissed, because you have the potential for CSS or Javascript obfuscation of signer intent, and/or change to signer intent. For that reason, the actual signature must happen on our server, in an environment Read More…

Bloodhound Tracking Plugin Official Documentation

“Bloodhound” is our WordPress plugin for tracking exceptionally well. This is typically used to track advertising / marketing methods and/or sales affiliates and JV partners. Typical Client Uses: Tracking Sales reps – so when web-leads come in (or e-commerce sales), the correct sales rep gets credit. Localization – by creating a few users for a Read More…

SwiftCloud WordPress Plugins

Info about the wordpress plugin will go here over the coming days. For now, it does 1 thing: drops a SwiftForm into a sidebar or page-body via shortcode. Download it at https://wordpress.org/plugins/swiftcloud/ More help to follow.  

Map a Domain or Subdomain to SwiftCloud

GOAL: 100% seamless for your customers – YOUR logo, your colors, even your domain. We must be able to legally guarantee the contents of the signature, and for that reason, it must be on a server we control. That said, let’s make it nice! Examples: SUBDOMAIN – like  https://portal.YourDomainHere.com,  https://Patients.DentistWebsite.com,  https://Members.MyYachtClub.com, https://tenantportal.ABCManagement.com DOMAIN – like  Read More…