Templates that fill themselves in, and the two ways to send email from SwiftCase.
Sending and receiving email requires an email account on the user's profile. An internal admin adds this from the Email Accounts panel. See Users and permissions for the steps.
Email templates pre-populate the content of an email so your team stops retyping the same message.
To change one later, find it in the list and either hover the name and click Edit or use the cog icon at the end of the row. Deleting works the same way and asks you to confirm.
Assets used by templates, including logos and letterheads, can be uploaded and managed from the document template editor itself, so a rebrand does not mean editing every template by hand.
There are two routes, and which one you use depends on whether the email is about a person or about a case.
To email a user, click Users, then My Team Members or My Client Staff, open their profile and click Email User. The recipient field is pre-populated. To email from a case, open the task page, open the Quick Actions panel and click Compose Email. The subject pre-populates with the task reference and summary.
Either way you can add more recipients by typing an address into the email field or a name into the users field and clicking To, cc or bcc, and you can select an email template rather than starting from a blank message.
The List Documents action shows the documents attached to the case on the status page. Drag it in from Available Actions, set who can see it, and add visibility rules if it should only appear once something else has happened.
How SwiftCase organises work, how to create your first task, and how to find it again.
Building and changing the processes your work runs through, without writing code.
Capturing the data your process depends on, and reusing it everywhere else.
Clients, team members, roles, passwords, two-factor authentication and the audit trail.
Everything that records what happened on a case, and who was involved.
What happens on its own when a task reaches a status, and how to control the timing.
Building your own reports, reading the management information, and telling everyone something.
