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…

Project Management Software

SwiftTasks is a powerful web-based task and project management software suite. This project management software is part of the very core of SwiftCloud. All SwiftCloud tools can leverage it – for example, Swift Marketing can create tasks for you to call or snail-mail specific people, specific messages, on specific dates, as can Swift CRM. Your daily Read More…

Onboarding Electronic Signature

Welcome! Here’s the basic 5 Minute Setup… Before we start, we have specific setup pages for: 1. WordPress e-Signature Setup – click here if using WordPress 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, Read More…

Password Reset / Forgot Password

Need a password reset? Click http://swiftcloud.io/#forgotPassModal  Don’t worry – it happens to all of us. TIP: When logged in, enable “login via Facebook” and “Login via Google”! It makes login easier, faster, and helps secure your account.

Swift Form Billing / Cancel

SwiftForm Billing: You may want Form Swift, not Swift Form This is a common mistake. We have no affiliation with that company. We get a lot of people mistakenly contacting us regarding billing or cancellation or to cancel. That’s all we know. If you still need further billing help, by all means drop us a Read More…

WordPress Helpdesk Plugin

Note: The article below refers to SwiftCloud’s Helpdesk WordPress Plugin. Here’s the quickest way to get set up. Once set up, you will see how it works, and you can modify and grow from there, but you’ll at least have a solid working solution. Install the SwiftCloud WordPress Helpdesk Plugin as usual – easiest is Read More…

Swift Tasks 5 Minute Setup

Here’s a great way to get set up really quickly – try this, then you’ll find you can easily edit as needed. Click on http://swiftcloud.io/task/tasks and add a few category-tasks that will actually be *folders*. Example: Personal, Operations, Sales & Marketing. Every task in Swift Tasks is also a folder with unlimited hierarchy. Next, if you Read More…

Helpdesk

HelpdeskOct 06,2016

Helpdesk is actually a WordPress Plugin combined with specific functions in Swift Tasks, the social tasks & project manager. It’s no less powerful – it’s actually *more* powerful than competing products because it its design. Helpdesk is a subset – a section of tasks – within your Swift Tasks application. The Swift Helpdesk system is Read More…

Radar 5 Minute Setup

Here’s the whirlwind setup: Go to http://swiftcloud.io/radar/settings/add and give your new page a name, say, “FSBO sellers on craigslist” Next, go to Craigslist, run a search, and in the bottom right right click to copy the URL of the RSS feed Drop that into Radar In just those 3 steps you will see a feed of Read More…

Coach 5 Minute Setup

Swift Coach is in private beta as of Oct 2016 – contact us for access.