Welcome! Here’s the basic 5 Minute Setup…
Before we start, we have specific setup pages for:
2. Not WordPress – embed on the web, but not using WordPress
3. One-Time Single Docs you just want to sign & return
Any or all of these are fine, though if you have a WordPress website, use that – it’s the simplest and fastest.
Quick overview of the process for either case:
- Create a web-form inside SwiftCloud to correspond to the signor, as a template. You just need one per doc-type or doc-template, not one per signor.
- Setup the document
- As docs get signed, they will get stored in SwiftCloud as “frozen” digitally-signed copies. They cannot be edited once signed.