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Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.

How to create an Email Template
Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating an Email Template Note: Tags are used to generate and display information from the Task, allowing each email to be customisable to the recipient/subject. Example Email Template
Adding a Client on SwiftCase
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…
Creating and Editing Questions
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.

How to change a users password (Internal Admin)
To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be anĀ Internal AdminĀ in order to update Users’ passwords.
Workflow Builder – Status settings
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.