Add 2 Factor Authentication to a User account
Table of Contents
Download Google Authenticator
Enable 2Fa on your User Profile page
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task.
SwiftCase provides default questions to use in your forms, such as First Name or Email, although you may need to create your custom questions for your forms. Creating custom Questions
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.
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
Track all your tasks using the Dashboard. The Dashboard gives a clear overview of all your tasks, their statuses, and RAG statuses. It lets you see what jobs may need addressing and how far off their completion. Discover how to use the Dashboard by viewing the guide below. How to View the Dashboard Click format_list_numbered Tasks to navigate…