Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
