Automated Events
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
-
-
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly.
-
Workflow Prioritisation with Swiftcase
Updated 30/12/2020 Keeping your tasks in a manageable, doable, prioritised and SLA-monitored list can help you to focus on the work you need to do, so, that you are your most productive. If you need accurate and well-designed Workflow Prioritisation, get in touch with us today.
-
10 ways automation can improve your productivity – Part 1
Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over automation leading to ‘robots’ taking over professional work, in the same way as the industrial and digital revolutions affected manual workers, is rife in the column inches of our news outlets. Are we headed for mass…
-
10 ways automation can improve your productivity – Part 2
Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your productivity. 6) Cut forms down to size When gathering data required there can be a mass of redundant information, which through training of staff can be omitted. However, this means only a…
-
Guides | Together Guides | Types | Users
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.
-
Guides | Together Guides | Types | Users
Export a list of Users as a .csv file
Learn how to export all your key user information from SwiftCase as a versatile .csv file, enabling your team to export data to another app.
-
Documents | Guides | Tasks | Together Guides
Creating/Editing a Document Template
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
-
Email | Guides | Tasks | Together Guides
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.
-
Guides | Tasks | Together Guides | Types | Users
Case Relationships
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.
End of content
End of content