Critical Security Update: Update Forms with Credit Cards, SSNs, PWs

Important: If you have #e-Sign forms with credit card numbers or government IDs (SSN, etc), it is important you use the specialized fields designated for these. These fields are new as of February 2020. The data within them will be… Hidden in PDFs sent via email, (starred out) Hidden in email data to the form-owner 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…

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…

Multi-Language Docs

This applies to any type of docs, not just e-sign – you can use this for intake forms, templates, sales contracts, etc. In this example we show a good way of handling multiple languages within one account. Summary: Setup the first doc 100% in one language Copy the doc and translate if needed, or copy Read More…

Electronic Signature Field Names Not Showing

If your field names are not showing on an electronic signature document, be sure the “placeholder” is defined when you add the field – it’s easy. You can also just directly modify the shortcode – the popup tool is simply a shortcode generator so you don’t have to remember all the codes. Let’s go through Read More…

How to Require X Before Accessing Y (i.e. NDA)

GOAL: Require an NDA before user can access content X (doc, video, etc) OPTIONS: 1. Deliver the sensitive assets via email See Pink box >> About Them >> hit the [+] to customize that. You could include an encrypted un-guessable link i.e. google doc etc; This is the easiest fastest way. PROs Easy, fast to Read More…

PDF e-Sign Fields: Fixed Width

We have a new option on e-signable PDFs, designed for fixed width spaces – the little boxes style often found in official government forms. Here’s how to use it – it’s very easy, once you know where to look… First, add a field as usual by clicking the orange box. This is after you have Read More…

2.38 Updates – Invoices & Estimates, Portal Software, Video Marketing & More

Version 2.38 of SwiftCloud introduces the following systems Major Components Invoices / Estimates / Quotes / Receipts is now in Phase 1: “Just the Basics”. We’ll make this better over time – for now, it’s great for project estimates and sales quotes. And it’s free, for now, at least through all of 2019. Video Systems Read More…

Missing Email

Missing EmailJun 24,2019

If you’re seeing this page, your form is missing an email field and it is required. Add [swift_email] for the signer somewhere – anywhere – into the document. Email (we’ll send you a signed copy of this doc): [swift_email] [swift_email] NOTE: High speed mode does not require email. The signer will not get a copy Read More…

Using Your Doc / Asset / Etc – What’s Next?

Sweet! You’ve published your doc! Now what? The next step is to make it easy to use, which will vary by your business. Here’s what we recommend…. First, grab a keyboard or paper and jot down – when do you currently get docs signed? That will determine the best way to implement your assets. By Read More…