Questions Archives

Creating/Editing a Document Template

Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.

Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.

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.