Guides

How Can We Help?


Creating your first Workflow
Getting Started | 3 days ago

Creating your first Workflow

This guide will outline and provide the basics on how to create a customised workflow- completely tailored to your business!

Adding a Client on SwiftCase
Getting Started | 8 days ago

Adding a Client on SwiftCase

This guide will outline how to add Clients to your SwiftCase system. Learn how to add your Clients to your system to document all the Organisations your business deals with!

Sending an Email in SwiftCase
Getting Started | 8 days ago

Sending an Email in SwiftCase

This guide will outline how to send emails from your system. Keep everyone in the loop with emails in SwiftCase!

Setting Up a User
Getting Started | 10 days ago

Setting Up a User

This guide provides details on setting up users within your company on SwiftCase. From adding Users to the system to setting up their email, this guide will provide you with all the information you need to get your Users on SwiftCase!

Touring the Dashboard
Getting Started | 10 days ago

Touring the Dashboard

The Dashboard stores all your tasks in one place, allowing you to easily view them and track their progress. This guide will outline how to use and view the Dashboard.

How to create a Task
Getting Started | 10 days ago

How to create a Task

This guide will show you how to create a new Task in SwiftCase. Learn how to add Tasks and track them from creation to completion.

Adding a Client Staff on SwiftCase
Getting Started | 13 days ago

Adding a Client Staff on SwiftCase

This guide will outline how to add Client Staff to your SwiftCase. Learn how to add your Clients to your system so you can create Tasks for Client Staff, contact your Client Staff directly from SwiftCase, and much more!

How to Contact SwiftCase Support
Getting Started | 13 days ago

How to Contact SwiftCase Support

The process of contacting SwiftCase support to

Kyle Gardner