Document Management

Managing your documents has never been easier

A powerful filing tool that securely stores your files in the cloud.

Revolutionise your business practices by replacing inefficient and expensive paper-based systems and going digital with your file storage methods.

Managing your documents has never been easier

Store

Store

Store files relating to tasks, cases or users at the drop of a file, or the click of a button.

As SwiftCase stores your files in the cloud, it gives the appropriate users access to task files, wherever they are, at any time. No more forgetting documentation when working on the move, or losing a file amongst a pile a papers.

Having quick and easy access to the files relating to what you are working on, when you need it, streamlines your workflow and cuts down on the laborious search for letters, reports or training certificates that relate to the task at hand.

Collaborate

Collaborate

As multiple people could work on a task throughout the course of it’s lifespan, the document manager allows users to collaborate on tasks in a multitude of ways.

Users attached to a task can instantly view related files, if they have the permission, cutting down administration headaches.

An audit trail of file changes are logged, allowing system administrators to see exactly who has modified the latest revision of a file.

While SwiftCase stores your documents on the cloud, you can also download or email your files at any time, giving you added flexibility. No need to rely on Outlook to send out documents to clients or staff, which means no messy audit trail.


Automate

Generate documents from pre-made templates, which can be configured and customised to replicate your current document design.

This cuts down your administration time dramatically. Why waste working hours writing the same report, over and over, when SwiftCase can do it for you? Increase compliance and reduce administration by standardising your documents and automating document content using the information your store to increase information reuse.

As part of your SwiftCase set-up, we can implement your current documents into your system workflows, allowing you to generate letters, invoices, reports and much more at the click of a button.


» How automating reports has revolutioned the way our client works


Amend

Amend

SwiftCase also offers users the ability to make quick amendments to files, as opposed to relying on a computer or device. Edit the name and description of your files and rotate images on the fly.

Secure

Secure

Now, more than ever, document security is paramount to the modern business.

With SwiftCase, you can change the privacy of your stored documents on the fly.

Documents are stored securely on the SwiftCase cloud servers, technical information regarding security can be sent upon request.


Store your files using SwiftCase to cut costs and increase productivity, book your free demo today.