User Access Control
Organization Administrators:
- Handle documents within their own organization with secure access controls.
Recipients:
- Securely view and sign documents that are shared with them.
Smart Document Fields
- Drag-and-drop signature fields, date fields, and text fields.
- Add checkboxes and radio buttons with ease.
- Assign fields to specific signers with variable content support.
Real-Time Tracking
- Track document status from Draft to Sent, Complete, or Expired.
- Receive automated email notifications.
- Access comprehensive audit trails for full workflow visibility.
Security & Compliance
- Enterprise Grade Security encryption for all document transactions.
- PHI, PII, and HIPAA (Health Insurance Portability and Accountability Act) compliance standards.
- Advanced authentication and identity verification.
How SwellSign Works
SwellSign is a fully web-based platform requiring no software downloads. Recipients can sign documents without creating accounts, making the signing process seamless and accessible for everyone.
User Access Levels
Organization Administrators:
Works within their specific organization to create documents, build templates, manage recipients, and oversee document workflows. Can create, update, and delete recipients while handling all document-related activities within their organizational scope.
Document Recipient:
Receives documents via secure email links for review and signing. Can access, fill out, and submit documents without needing to create an account, making the signing process seamless and accessible.
Document Creation Methods
Direct Document Creation:
Create documents directly by uploading PDF files and adding interactive fields like signatures, text boxes, dates, checkboxes, and radio buttons with variable content support.
Template-Based Creation:
First create reusable templates with predefined fields and variables, then generate new documents from these templates for consistent and efficient document creation.
Document Lifecycle Stages
Draft Stage
Document is prepared with content, signature fields, and recipient settings but not yet sent. Remains private and editable during this stage.
Sent Stage
Document is shared with recipients via secure email links. Automatic email notifications are sent to recipients with signing instructions.
Complete Stage
Recipient has submitted the document successfully. All required signatures and information have been collected with legal audit trails.
Expired Stage
Document has passed its expiration date for security purposes. Please create a new document as expired documents cannot be resent.
Template
Smart Template System
Create reusable document templates with fillable fields and variable content for maximum efficiency and consistency.
- •Design templates with signature, text, date, checkbox, and radio button fields.
- •Set up variables for dynamic content population.
- •Organization-specific template libraries with access controls.
Contacts
Recipient Management
Comprehensive recipient management with the ability to select existing contacts or create new ones as needed.
- •Select recipients from existing contact database.
- •Create new recipients directly during document setup.
- •Delete or update recipient information as needed.
Security & Compliance
SwellSign maintains enterprise-grade security with comprehensive compliance standards, ensuring your documents and data are protected with the highest level of encryption and legal backing.
Enterprise Security
Your documents are protected with military-grade encryption and secure cloud storage infrastructure.
- •AES-GCM SSL encryption
- •Secure user authentication
- •Encrypted cloud storage
- •Organization data separation
Integration & API Access
Connect SwellSign with your existing business systems through our comprehensive REST API and custom integrations.
REST API
Programmatic document creation and management for seamless workflow integration
CRM Integration
Connect with your existing CRM systems and customer databases
Cloud Storage
Integrate with cloud storage platforms for automated document archiving
Getting Started
Start using SwellSign in minutes with our intuitive interface. No software downloads required - everything works directly in your web browser with PDF document support.
Quick Start Process
Sign Up & Verify
Create your account and verify your email address to get started immediately
Upload PDF Document
Upload your PDF document or create from a saved template for instant customization
Add Interactive Fields
Drag and drop signature fields, text fields, date fields, checkboxes, and radio buttons
Send for Signature
Add recipients from your contact list and send secure signing links via email
Track & Complete
Monitor progress in real-time dashboard and receive completed documents automatically
Document Field Types
Support Options
Standard support for Free plan users
Priority support for Business subscribers
SLA-backed support for Enterprise customers
Comprehensive API documentation
Dedicated account management for Enterprise