Upload for Forms & Electronic Signature

This help file refers to multiple systems, specifically: Electronic Signature documents (Docs or PDFs, etc.) Website Forms (without e-sign) Upload-to-Me System built into your user profile To use upload in a doc-based web form or electronic signature document, just add the shortcode [swift_uploader] into the text, and we’ll handle the rest. It will look like Read More…

Missing Thanks Page

Missing Thanks PageJan 16,2018

Congratulations! You probably just had your first doc signed. But why are you seeing this page? You have not yet defined the pink box FOR THEM settings. Check the Pink Box on the backend of your doc. What do you want to happen after someone signs? Drawing your attention to a few things…. RED: Hover Read More…