Reminders in SwiftCase
Table of Contents
Reminders Overview
Create Reminders in a Task
Managing Reminders
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Setting Up a User
Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system. Adding a Team Member in SwiftCase Connecting a User’s email to SwiftCase In SwiftCase, you can directly send and receive emails. If you need to communicate with a Team Member or Client, you can do so…
How to add a List Documents action
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.
Automated Events – Send Email
The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing who the Email sends to. The message will trigger when specific requirements that you set are met. Adding a Send Email Automated Event Select an email template from the Email Template dropdown box….
