Bulk Email broadcasting in SwiftCloud / SwiftCRM is easy, once you know where to look. First, here’s the easy short summary: Import a CSV list of people / companies you want to contact Write the message you want to go out to them. Push the send buttons Later – give it some time – check Read More…

Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: PRE-SIGNED: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it becomes really a 1-party e-signature so there’s less to set up. For things like sales 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…

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…

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…

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…

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

What signor authentication level you require depends on your choice and use and balance between hassling the users (signor(s)) and ease of use. More secure = more hassle for user. Greater legal defense. Less work (easier) = less secure / less proof of identity. NOTE: Your legal rights may be affected by the choices you 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…

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…