SwiftCase

SwiftCase
SwiftCase

Stratus Blog

Follow along with us as we share our experiences in the industry - the highs, the lows, and everything that falls in between.

Creating/Editing a Document Template

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Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More

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Creating/Editing an Email Template

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Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data. … Read More

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Case Relationships

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Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time. … Read More

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User Types in SwiftCase

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Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers … Read More

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How do I create, edit or delete an email template?

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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

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