Using Question Answers in Email/Document Templates
Table of Contents
Data Tags Overview
Task Information Tags
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.
Learn how to create new users on your SwiftCase app, to enable your team, clients, or suppliers to access their tasks.
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Discover how the workflow builder can help you customise your workflows instantly.
The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing who the Email sends to. The message will trigger when specific requirements that you set are met. Adding a Send Email Automated Event Select an email template from the Email Template dropdown box….
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.