Help guides
Step-by-step guides to sending and signing documents with SignSwifly, and to setting it up the way your business works. Can’t find what you need? Email us or read the FAQ.
Send your first document
Add a document, choose who signs and in what order, place the fields, and send it. Every plan.
Recipient roles
Signers, in person or by SMS, witnesses, nominated signers, viewers and signing groups: what each person sees, when they sign, and which plan has it.
A signer’s guide
For the people you send to: the email, agreeing to sign electronically, signing on a phone, declining, and where their copy is. No account needed.
Download and verify
Sealed PDFs, the certificate of completion and the combined PDF; checking a copy is genuine; and what Adobe shows today.
Keeping and deleting documents
What deleting a draft removes, why sent envelopes stay, how long documents stay available, the retention policy, legal holds and exports.
Templates and the document editor, start to finish
The whole journey in one place: where to start, writing a document, making a template from Word or a PDF, using it, what each plan includes, and the messages you may meet.
Templates
Set a document up once with its fields, signers and variables, then send it in a couple of clicks. Free includes 2. On Solo and up, a Word template’s wording can be edited in the browser, with variables in the text and optional clauses.
The document editor
Write a Word document in your browser or open one from your computer, save it for your workspace, download it as Word or PDF, and send it for signing. Solo plan and up.
The PDF editor
Add text, pictures and shapes over a PDF, cover up words, rotate or delete pages or add a blank one, and keep PDFs for your workspace. Solo plan and up.
Your team
Invite people, choose who’s an owner, admin or member, remove someone, and hand over ownership. Team plan and up.
Plans and billing
Upgrading, changing plan, when a downgrade or cancellation takes effect, tax invoices, and the emails a day each plan sends. What the Free plan includes.
Required MFA and idle sign-out
Have everyone confirm who they are with a one-time code, and sign people out when they walk away. Solo plan and up.
The API and webhooks
Send documents for signature from your own systems, and hear when they’re signed. Solo plan and up.
How the API and webhooks work together
What each does and how they differ, an example from start to finish, and how to try them both before writing any code. Solo plan and up.
Connecting Microsoft 365
Pick documents from OneDrive and SharePoint, and have every completed envelope saved to a SharePoint site you choose. Scale plan.