Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More
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
How do I create, edit or delete an email template?
Updated 16/12/2020 Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails automatically sent out when a task reached a specific status, however, this requires you to have created … Read More