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Discover how the workflow builder can help you customise your workflows instantly.
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…
The Generate Document automated event can be used to generate a document automatically. You can set specific triggers, so the document will generate once set requirements are met. Adding a Generate Document Automated Event Select a template from the Document Document dropdown box. To learn how to create document templates, view our guide. Check the Enable Auto Sending checkbox if…
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.