Guides

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

Guide on how to use the Search Form.

Guide for Internal Admins on how to update User permissions.

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

Guide for Users on how to change their password.

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

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

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.

Create document templates specific to your business. Cut down on time wasted manually adding information into documents by creating a document template in SwiftCase.