Guides

Create document templates specific to your business. Cut down on time wasted manually adding information into documents by creating a document template in SwiftCase. With our system you can automate the information gathering process by creating a document template and adding information tags so the information will be auto-populated.

Create custom email templates with SwiftCase. Send an email with a few clicks by creating your own email templates and adding information tags. These tags will pull through data from specific tasks allowing each email to be customisable to the recipient and/or subject.

Guide on how to use and create Mortgage Enquiry tasks on SwiftCase's Mortgage system.

Guide for Internal Admins on how to update User permissions.

Guide on how to edit Workflow Visibility for your internal users on your SwiftCase system.

A run-through on viewing the task on your SwiftCase system.

Guide on how to use the Search Form.

This guide will show Admins how to add a user's email to their SwiftCase account, so the user can send and receive emails from within SwiftCase.

Guide for Users on how to change their password.

Guide for Admins on how to change their Users' passwords.