Users Archives - Page 2 of 2

Create a Skill

Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.

Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.

Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task.

Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.

Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.

Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.

Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.