Author Archives: Phil Whitby

Creating/Editing a Document Template

Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More

Creating/Editing an Email Template

Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data. … Read More

Case Relationships

Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time. … Read More

User Types in SwiftCase

Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers … Read More