Understand the no-code revolution: what these platforms offer, how to evaluate them, implementation strategies, and how to build powerful business applications without writing code.
A practical guide to digital transformation for operations leaders: strategy, technology selection, implementation approaches, and how to deliver measurable results without multi-year programmes.
Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.
Adding a List Documents action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.
Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
Adding a JavaScript action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.
If you have forgotten your password, or need to reset it, do not worry! Follow the steps below to find out how to change your password and get back into your SwiftCase quickly. Changing your Password
SwiftCase provides default questions to use in your forms, such as First Name or Email, although you may need to create your custom questions for your forms. Creating custom Questions
Learn how automated document generation works, why it matters for business efficiency, and how to implement systems that produce consistent, professional documents at scale.
Master workflow automation: understand the fundamentals, identify automation opportunities, choose the right tools, and implement systems that transform how your organisation works.
A practical guide to SwiftCase's configurable API system and webhook capabilities. Learn how to connect to any REST API and receive real-time data from external systems.
Everything you need to know about business process automation: what it is, how it works, which processes to automate first, implementation strategies, and how to measure ROI. A comprehensive guide for operations leaders and business owners.
Connect SwiftCase to DocuSign for seamless electronic signatures. Generate documents, send for signing, and track completion automatically within your case workflows.
Connect SwiftCase to Microsoft 365 for seamless calendar synchronisation, email integration, and document storage. A practical guide to unifying your operations tools.
Everything you need to know about case management: what it is, how modern systems work, implementation strategies, and how to choose the right software for your organisation.
Connect your case management to Xero accounting for automatic invoice generation, contact synchronisation, and payment tracking. Eliminate manual data entry between operations and finance.
Connect your email to SwiftCase for complete communication tracking. Send from cases, receive to cases, and maintain audit trails without leaving your workflow.
Transform how your organisation handles email: move from overflowing inboxes to structured case management, automate responses, and ensure nothing falls through the cracks.
Master business process management: understand the discipline, learn proven methodologies, implement effective governance, and build a process-centric organisation.
