Guides | Together Guides | Types | Users
Export a list of Users as a .csv file
Learn how to export all your key user information from SwiftCase as a versatile .csv file, enabling your team to export data to another app.
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.
How do I create, edit or delete an email template?
Updated 16/12/2020 Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails automatically sent out when a task reached a specific status, however, this requires you to have created your own email template. To access your email templates click on admin in the left-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.