Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More
Author Archives: Phil Whitby
Creating/Editing an Email Template
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data. … Read More
Tags: Email Templates, Questions, Tasks
Case Relationships
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time. … Read More
Tags: Case Relationships, Tasks, User Information, User Types, Users
User Types in SwiftCase
Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers … Read More
Tags: User Information, User Types, Users
Create a New User
Learn how to create new users on your SwiftCase app, to enable your team, clients, or suppliers to access their tasks. … Read More
Tags: User Information, User Profile, Users
Update a Users Profile Information
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand. … Read More
View the User Log
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance. … Read More
Tags: User Log, User Profile, Users
Change a Users Permissions/Role
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks. … Read More
Tags: Permissions, Roles, Skills, User Profile, Users
Add a Skill to a User
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks. … Read More
Tags: Allocation, Skills, User Profile, Users
Create a Skill
Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task. … Read More
Tags: Allocation, Skills, User Profile, Users