Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
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 how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…
