FAQ & Help


  • What is FormSwift?

    FormSwift is a tool to help you quickly and easily create, edit, sign, and collaborate on documents and forms. As a member, you can choose from our library of more than 500 document templates and forms or upload your own documents and use FormSwift’s tools to edit them.

  • What documents can I create on FormSwift?

    FormSwift offers a variety of over 500 legal documents, tax forms and other document templates. You can find all available templates at formswift.com—or browse through our most popular categories of documents: real estate, business, personal, or tax forms—and within the Document Library of your FormSwift member page once you are signed into your account.

    We are continually updating our document offerings, and we will be making more documents and forms available on FormSwift. If you are looking to create a document that is currently not available, please let us know by pressing the “Suggest A Document” button within the Document Library in your member account or contact the FormSwift customer service team. 

     

     

  • How do I create a document from scratch?

    Search for the document you want to create in the FormSwift Document Library. If you are not certain which document best fits your needs, you can start by filtering by the document category: real estate, business, personal use, or tax forms.

    You can also search for a term, such as “employee,” within the Document Library, as shown below, and relevant document results—and a description of each—will appear. Press the green “Create Document” next to the document you wish to create.

     

     

    The next step will be to customize your document. We will ask you a series of questions relevant to the document you are creating, as shown below, and your answers will be used to tailor the document to your needs.

     

     

    You will be able to review the document after answering all of the questions and make any necessary changes before downloading the completed document (in either PDF or Word format) to your computer by clicking the green “Export” button on the right hand corner of the page. The document will be also automatically saved to your FormSwift account, and you can come back and make edits at any time.

    If you are completing a tax or other government form, you will be taking into our powerful online PDF editor, which allows you to easily add text, checkmarks and images anywhere on the document. When you are finished, you will be able to download the form in PDF format by clicking the “Download PDF” button on the top right hand corner of the page. The form will also be automatically saved to your account so that you can return to it and make edits at any time.

     

  • How do I make changes to a document I created earlier?

    Every document you create on FormSwift is automatically saved to your member account, and you can make changes to your documents at any time. The latest version of each document you have created will be saved in the My Documents tab of your FormSwift member page.

    To make changes to a document you created at an earlier time, login into your FormSwift account here, find the document you’d like to edit and press the green “Edit & Export” button next to it.

    Depending on the type of document you are editing, you will either be taken into the document questionnaire, where you can change your answers to the questions or update the information you inputted, or into the FormSwift PDF editor, where you can edit the information you previously entered or add more text, checkmarks and images.

     

  • How do I download a document I created on FormSwift?

    If you have just finished creating your document, find the green “Download” or “Export” button on the right hand corner of the page and press it to download the document to your computer.

     

     

    If you are returning to your account and would like to download a document you created earlier, find the document you wish to download in your document list and press the green “Edit & Export” button next to the document date.

    You will be taken into the original document creation page where you can download your document as shown above. 

  • How do I print a document I created on FormSwift?

    If you are working within the FormSwift PDF editor, a Print button can be found on the top right hand corner of the page, as can be seen below. Please make sure that you have enabled pop-ups for formswift.com.

     

     

    You can also download a document to your computer to print it. To download any document, press the “Edit & Export” button next to the document. Your document will be launched, and you will be able to preview and download the document.

     

     

  • How do I electronically sign a document I created on FormSwift?

    You can electronically sign any document using FormSwift. Find the document you wish to sign in the My Documents tab of your account and press the “Sign” button next to it.

    You will be given three options to create your signature

    1.     Typing in your signature

    2.     Drawing your signature using your mouse

    3.     Uploading an image of your signature

     

     

    Once you’ve created your signature, you can drag your signature anywhere with your mouse and click to paste in anywhere on the document.

     

     

    If you are already working on editing a PDF, you can sign documents by clicking on the “Signature” button on the ribbon at the top of the page.

     

  • How do I share a document I created on FormSwift?

    The My Documents tab of your FormSwift member page is your control center for anything related to the documents you have created. To share a FormSwift document with others, locate the share button next to the document, as shown below. 

     

    Our Share feature allows you to share the documents you have created or uploaded on FormSwift via email. 

     

     

    Through the share feature you can:

    1.     Invite Collaborators – Invite a collaborator to review, contribute or make edits to a document you are working on.

    2.     Request Signature – Request signatures on documents that you have created and allow others to use FormSwift to electronically sign any document that requires a signature. You will receive a notification when the requested signature has been added.

    3.     Send As PDF – Email a PDF version of a completed document to others directly from your FormSwift account

  • How do I rename a document I created on FormSwift?

    Click on the name of any document you have created to rename the document. Enter the new name of the document and hit Enter on your keyboard or press the blue checkmark button to update the document name.

     

     

  • How do I edit my own PDF documents using FormSwift?

    You can upload your own PDF documents to FormSwift here or at any time through your personal FormSwift member page by pressing the blue “Upload Existing Document” button shown below.

     

     

    Once you have selected a document, you will be taken to a screen that looks like this:

     

     

    You can add text, images, checkboxes, and signatures. When you are done, click the green button in the right hand corner of the page to download the updated PDF to your computer.

     

  • How do I create a FormSwift account?

    Visit our account creation page to create a free FormSwift account. All of your account data is stored securely and is password protected.

  • How much does it cost to use FormSwift?

    Formswift offers a variety of plans depending on your needs. These prices do not include any filing fees associated with the submission of any forms created on FormSwift.

    Monthly Membership – 7-Day Free Trial, $39.95/month after trial

    You can test FormSwift’s services with a free 7-day trial, during which you can create, download, edit, sign and share as many documents as you need. Many of our users choose to continue their membership past the free 7-day trial, after which you will be charged a monthly $39,95 membership fee.

    Annual Membership – $89/year

    Our annual plan allows unlimited access to all of our features and the ability to create, edit, sign and share an unlimited number of documents for a year.

    One Document Only – $59 one-time charge

    You may choose to only purchase the document that you created without purchasing a membership for a one-time charge of $59.

  • What does my FormSwift membership include?

    As a FormSwift member, you have access to all of Formswift’s features:

    1.     Create an unlimited number of documents from the selection of over 500 documents and forms in our Library.

    2.     Use our PDF editor to edit any PDF document, even documents you created elsewhere

    3.     Electronically sign and allow other to electronically sign any document

    4.     Share your documents via email or invite others to collaborate on creating a document

  • What does my FormSwift free trial include?

    Your free trial includes full access to FormSwift’s features:

    1.     Create an unlimited number of documents from the selection of over 500 documents and forms in our Library.

    2.     Use our PDF editor to edit any PDF document, even documents you created elsewhere

    3.     Electronically sign and allow others to electronically sign any document

    4.     Share your documents via email or invite others to collaborate on creating a document

     

    After the trial period ends, you will automatically be upgraded into the paid FormSwift membership of $39.95/month.

  • Why do I need a credit card for my free trial?

    Users that try FormSwift for free for 7 days often choose to continue onto a paid membership. Your credit card will not be billed during the free trial. You may see a small pending charge on your statement to make sure your credit card works. It will be removed by your financial institution within one week.

  • How do I cancel my trial or membership?

    Login into your FormSwift account and visit the Account Setting tab. At the bottom of the page, you will find a Subscription Settings sections where you can update your subscription, including canceling it.

    After you have confirmed that you wish to cancel, you’ll be taken to a confirmation page and your cancellation will be processed. An email notifying you that your membership has been cancelled will also be sent to your email address.

  • How can I get in touch with you?

    You can contact us here with any questions. We’d love to hear from you.

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