Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More
Questions
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
Tags: Email Templates, Questions, Tasks
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