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How to create a Document Template
Guide | 2 months ago

How to create a Document Template

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.

How to create an Email Template
Guide | 2 months ago

How to create an Email Template

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.

Mortgage Enquiry Guide
Guide | 3 months ago

Mortgage Enquiry Guide

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

How to update User Permissions (internal admin)
Guide | 3 months ago

How to update User Permissions (internal admin)

Guide for Internal Admins on how to update User permissions.

How to edit Workflow Visibility (internal admin)
Guide | 3 months ago

How to edit Workflow Visibility (internal admin)

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

Viewing a Task page
Guide | 3 months ago

Viewing a Task page

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

How to use the Search Form
Guide | 3 months ago

How to use the Search Form

Guide on how to use the Search Form.

How to add a user email (Internal Admin)
Guide | 3 months ago

How to add a user email (Internal Admin)

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.

How to change your password (Users)
Guide | 3 months ago

How to change your password (Users)

Guide for Users on how to change their password.

How to change a users password (Internal Admin)
Guide | 3 months ago

How to change a users password (Internal Admin)

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