Documents | Guides | Tasks | Together Guides
Creating/Editing a Document Template
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Email | Guides | Tasks | Together Guides
Creating/Editing an Email Template
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.
Guides | Tasks | Together Guides | Types | Users
Case Relationships
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.
Guides | Together Guides | Types | Users
User Types in SwiftCase
Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers
Guides | Profile | Together Guides | Types | Users
Create a New User
Learn how to create new users on your SwiftCase app, to enable your team, clients, or suppliers to access their tasks.
Guides | Profile | Together Guides | Users
Update a Users Profile Information
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
Guides | Profile | Together Guides | Users
View the User Log
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.
Guides | Profile | Security | Together Guides | Users
Change a Users Permissions/Role
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
Guides | Profile | Together Guides | Users
Add a Skill to a User
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks.
Guides | Profile | Together Guides | Users
Create a Skill
Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.