Creating/Editing a Document Template

Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More

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. … Read More

Workflow and Profile Questions

Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data. … Read More