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- Email | Guides | Tasks | Together Guides
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.
How to edit Workflow Visibility (internal admin)
Internal Admins can control what Workflows their Team Members can and cannot see by editing their Workflow Visibility. Follow the steps below to manage Workflow Visibility.
Touring the Dashboard
Track all your tasks using the Dashboard. The Dashboard gives a clear overview of all your tasks, their statuses, and RAG statuses. It lets you see what jobs may need addressing and how far off their completion. Discover how to use the Dashboard by viewing the guide below. How to View the Dashboard Click format_list_numbered Tasks to navigate…
- Guides | Profile | Tasks | Together Guides
Creating and Editing Questions
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
- Documents | Guides | Tasks | Together Guides
Creating/Editing a Document Template
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
SwiftCase Upgrades: A New Era of Intelligent, Lightning-Fast Workflow Management
SwiftCase has always been about pushing boundaries, but our latest upgrade launches the platform into an entirely new league. Designed for teams who want speed, clarity and intelligent automation at their fingertips, these three brand-new features fuse next-generation UX with AI-powered insights to transform how you work. Say hello to the Advanced Progress History View,…

