SwiftComply

How to create and edit Communication Types and Templates, including the full list of merge fields you can use in the body.

Building & Editing a Communication Type and Template

What batch communications are, when to use them, and how they differ from auto-generated notices.

Overview of Batch Communications

How to create a communication type and template specifically for use with batch communications.

Creating a Batch Communication Type and Template

Step-by-step guide to creating, generating, and sending a communication batch from the Assemblies page.

Creating, Filtering, and Sending a Communication Batch

How to send, download, or remove communications in the Unsent Communications queue.

Downloading, Sending, and Managing Unsent Communications

What generated communications are, why they're generated, and why they do not send automatically.

Overview of Communications

How to create a one-off communication log in SwiftComply using the Create Log button, for any notice that isn't driven by a generated Communication Type.

Sending a One-Time Communication

Communications

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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