Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin. Click on groups Users and then My Team Members. Click on the Team Member who you would like to update an email for. This will take you to their profile page. Hover over the current email in…

The On Hold box allows you to put a Task on hold with one click. You can also add a reason why the Task is going on hold in the box provided. Adding an On Hold box Note: You can add more than one question and also add a specific answer, so the box will only show…

Adding a JavaScript action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a Document Template Note: Tags are used to generate and display information from the Task, allowing each document to be specific to that Task. With SwiftCase you can automate the information gathering process by adding information…

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…