Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task. … Read More
Users
Add 2 Factor Authentication to a User account
Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients. … Read More
Tags: 2Fa, Authentication, Security, User Profile, Users
Add a User Email Account
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task. … Read More
Tags: Email, User Profile, Users
Question Types
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients. … Read More
Tags: Questions, Tasks, User Profile
Using Question Answers in Email/Document Templates
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow. … Read More
Tags: Questions, Tasks, User Profile
Creating and Editing Questions
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions. … Read More
Tags: Questions, Tasks, User Profile
Workflow and Profile Questions
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data. … Read More