Adding a Relation to a Matter
After you have created a Matter, you may wish to manually add additional relations to the Matter. These people may be family included in the Application, or non-migrating relatives, acquaintances etc.
Note: If you import a questionnaire completed by the client, then all relations in the Questionnaire will automatically import into Migration Manager. The below procedure is how to manually create additional relative records.
There are 2 methods of creating Relations on a Matter:
These Relations will automatically be included in the Application
1.1. Open the Matter.
- Click the Open button on the Main Toolbar and select the Matter.
![](https://media.screensteps.com/image_assets/assets/002/339/040/original/8e572ed0-d35f-42cb-901f-3e8491b05925.png)
1.2. Click the Add button.
- On the Cover Page, click the Add button in the lower right corner.
![](https://media.screensteps.com/image_assets/assets/002/339/269/original/065d0358-b506-468f-b117-af10d4c68777.png)
1.3. Complete the new Applicants section.
When the Add Applicant window appears, complete the required fields, then click Save & Close (or Save & New if you wish to add more relatives).
![](https://media.screensteps.com/image_assets/assets/002/339/042/original/debb61f4-c3fe-4f71-86e9-c307f6d895f3.png)
Note: Using this method will automatically include these new people as included applicants. If you wish to add non-included applicants, use the method below.
2.1. Open the Matter.
- Click the Open button on the Main Toolbar and select the Matter.
![](https://media.screensteps.com/image_assets/assets/002/339/218/original/b7d810fb-bc5e-4710-bf9f-935b13eea37f.png)
2.3. Click Add
At the bottom right of the Relations Grid, click the Add button
If the person has already been recorded in the Matter (as a Relation of another applicant), they will automatically appear in the list of previously recorded people. You can add them as a relation to this person.
- Click the Add box.
- Select how this person is related to your applicant.
- You can also choose if the person is Included in the Application and if they are Dependent on the Primary Applicant.
- Then click Apply.
![](https://media.screensteps.com/image_assets/assets/002/339/206/original/9b68409e-f1ab-41ae-8ab6-72e57f902587.png)
- Click the Other Non-Migrating Person box.
- Enter the Person’s details.
- Then click Apply.
![](https://media.screensteps.com/image_assets/assets/002/339/212/original/15d920bc-c626-4a20-8df1-a77ddb8ac431.png)