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.

Swift Academy 5 Minute Setup

Swift Academy is solid and working, just very simple for the moment. Here’s how to get it set up in minutes: Ensure this page – http://swiftcloud.io/academy/instructor/settings – is filled out with your info, as the instructor. Next, IF you are selling this course, go to http://swiftcloud.io/ecommerce/vendor/products and create a product. Call it your class name and give Read More…

WordPress Plugins

WordPress PluginsSep 28,2016

We currently have the following WordPress Plugins available: Public / Free: Swift Signatature – electronic signature – Beta Inbound Marketing – Instantly add lead capture to any site including Exit-Intent Popups, Scroll-based Popups, Timed Overlay Popups, Call-to-Action Blog-Post Boxes, Lead tracking options, and more Swift Helpdesk – ties to SwiftTasks / SwiftHelpdesk Swift Calendar – Online Read More…