Configuring the User Listing Columns
Table of Contents
User Listings Overview
User List Page
User Config
Drag and Drop User List Columns
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
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Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
The Note action allows you to quickly and easily add a Task note, which will get automatically logged for you and your Team Members to refer back to. Adding a Note Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side. Drag and drop…
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.
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…