Create a Skill
Table of Contents
Create A Skill Overview
The Allocation Admin panel
Skills list
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.
The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the SMS sends to. The message will trigger when specific requirements that you set are met. Adding a SMS Automated Event Select the SMS template you want to send from…
The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.