The Overview Tab
Table of Contents
SwiftCase Overview Panel
Configure in the Workflow Builder

Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
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.
Internal Admins can control what Workflows their Team Members can and cannot see by editing their Workflow Visibility. Follow the steps below to manage Workflow Visibility.
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
The Button Clicked Moving Rule moves to a specified status once the User clicks the button. Adding a Button Clicked Moving Rule Note: The button must be ones that have been created in the current status that you are making the moving rules for.
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.