Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a Document Template Note: Tags are used to generate and display information from the Task, allowing each document to be specific … Read More
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How to create an Email Template
Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating an Email Template Note: Tags are used to generate and display information from the Task, allowing … Read More
Mortgage Enquiry Guide
CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests, allowing them to fill out and upload their data and documents to a secure link, leaving the fact-finding … Read More
How To Create A Task
SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task
How to Contact SwiftCase Support
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here … Read More
Adding a Client Staff on SwiftCase
Learn how to add Client Contacts (client staff) to your SwiftCase, so you can create tasks related to those Clients and keep them updated throughout the process with SwiftCase’s clear and automated communication channels! Adding Client Contacts Tips: You can add as … Read More
Understanding APIs: A Comprehensive Guide
What Exactly is an API? APIs, or Application Programming Interfaces, are digital conduits allowing two software applications to interact seamlessly via a set of rules and definitions. Picture the daily weather updates on your phone; these are made possible through … Read More
How to Contact SwiftCase Support
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer.This guide will show you each different method of contacting SwiftCase support.Here … Read More
Adding a Client on SwiftCase
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client … Read More
Activate Microsoft Office: A Step by Step Guide
Microsoft Office, a cornerstone in the realm of digital productivity, empowers both individuals and enterprises to craft, refine, and oversee documents with unparalleled efficiency. To harness its comprehensive capabilities, ensuring you activate Microsoft Office imperative. This guide will delineate varied … Read More