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.
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
Automated Events
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly.
Guides | Together Guides | Types | Users
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.
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