Marketing Goal Tracking with SwiftCloud

SwiftCloud can fire a Google Tag page-view with various events such as an electronic signature doc signed, invoice paid, e-commerce purchase, helpdesk ticket resolved, and more. Why do you care? This gives you tremendous flexibility for reporting. Here’s a few example uses: When a contract is e-signed, you could… Start a retargeting / remarketing campaign Read More…

Email Not Arriving

Email Not ArrivingOct 21,2018

If you are not getting notified of some action happening such as an electronic signature doc not sending you a PDF, this will help. STEP 1: Ensure notification to you is enabled. By default, this is ON, however, you should check to what email or emails it is sending to. On the backend page for Read More…

e-Signor PDF Emailed Copy

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 to keep the user interface consistent. In all cases, we’ll group what happens for you Read More…

WordPress E-Signature Plugin 1.0 to 2.0 Migration Guide [Easy]

Migrating from the legacy (and sometimes buggy) 1.0 WordPress e-Signature plugin is easy – 90% is just copy and paste including the shortcodes. To migrate your WordPress e-Signature Plugin to SwiftCloud-Docs, we recommend the following steps: Pick any plan on https://swiftcrm.com/products/electronic-signature and get signed up. All plans have a 60 day money-back guarantee and this can Read More…

Branding Your Account

You are more important than us. SwiftCloud should be invisible, other than a small “powered by” at the bottom. Ideally all docs should be signed on… A page with your logo and background A subdomain of yours like https://Clients.YourExampleDomainHere.com Here’s how to style SwiftCloud to display your colors and logo. This will affect e-signature docs, Read More…

Roles Automation & Multi-User Signature

GOAL: Multiple people sign a single document or set of documents (“Envelope”). How: You’ve got 2 options: You do NOT know all the parties to the signature up front; other parties will be added by the first party. Example: Temp worker who sends a timesheet to his/her supervisor to sign off on the hours. The Read More…

Electronic Signature Shortcodes

Below is a list of currently supported electronic signature shortcodes: Last Updated: July 10th, 2018: Please note this document is being updated to the version 2 system, most of this is correct but if you experience any issues let us know. We will audit & correct this doc asap.   REQUIRED =============== [swift_email] // this Read More…

Envelopes for Electronic Signature & Sales

Envelopes allow you to bundle many related docs & other items together. These can contain things like… Electronic Signature Docs and/or PDFs Invoices Product e-Commerce Details Boilerplate text / docs or spreadsheets PDFs, images, videos such as a video about your company Almost any doc that can be uploaded to SwiftCloud Think of it as Read More…

e-signature PDF Page breaks

We’ve added a new shortcode to SwiftCloud’s electronic signature 2.0 (.AI, not IO) system, which is [swift_newpage] Adding this will force a page-break in the PDF, typically used in electronic signature docs, but it can be used any any PDF too i.e. sales proposals. This is useful to keep separate sections of a page from Read More…

e-Signature Debugging: Most Common Errors

If you’re having any problems with our e-Signature plugin, here are the most common errors: First, a note: the way our system works is our system goes to your website, scrapes your signable page, and merges it with the signature-data. Therefore, the page must be public in order for this system to work. We are Read More…