In our previous posts we have enabled a clients’ Secure Client Portal, sent a Web Questionnaire, requested documents using the Progress Item Tabs, imported the information into your MM database from the Web Questionnaire, requested and received documents from your client via the Secure Client Portal.

Now that you have your client’s information in your MM, you can commence the preparation of any additional or supporting forms required as part of the visa application, including Form 80 or Form 956 for example.

MM assists your drafting process by an automated merging of your client’s information into a wide range of Department forms.

1. When you are in your client’s file, click the Forms button on the top taskbar.

2. Select Form 80 from the Dropdown list.

3. Select the person who you would like to generate the form.

You can select any of the applicants as the main person for your form. Say, for example, your client has a 20-year-old dependent child and you need to prepare Form 80 with them specifically, you can change the name in the drop-won list in section 2 to identify the 20-year old dependent child as the ‘selected person’. All the information stored in MM for the selected person will be imported into the form.

If it is your first time using the Forms function,  you will be prompted to download the latest form. You will need to ensure that your Legend log-in details are correctly saved in your user settings. For more information on this, please

You can also specify if you would like the answers to be imported into the form as either upper case or as stored in the database.

Once you are happy with your selections, press Merge Form.

The form will then pop up into Adobe Reader and the information should be imported into the form.

4. You have the opportunity to review the information and make updates to the form as required, save and then send it to your client for review.

Any changes that you make to the form can be saved. The form is automatically saved in the Documents tab, in the Forms folder.

2. Right-click on the form you want to send to your client and select Upload to Portal.

3. Provide further instructions to your client about what you need them to do with the partially completed form, how they can return it to you once they have finalized the form, and click Send Message

1. If you want to communicate with your client via the secure portal, using a saved letter, you can select the Letter button on the top toolbar.

2. Select the relevant letter and press Merge in the bottom right-hand corner.

3. In the Documents tab, click on Letters Out in the left-hand column, select the letter you have just created, right-click and select Upload to Portal.

You can use the Secure Client Portal to keep your clients updated on the progress of their visa application to try to minimalize any interruptions to your workflow.

For example's sake, you had identified the following milestones in your process flow, you can add them to the Portal so that your client can see the progression of the process  

• Confirmation of Instructions Letter Sent
• Payment of Deposit
• Requested Documents required
• Receive Documents required
• Lodged Application
• Decision

1. In the Progress tab, once the relevant Progress Item template has been selected and the required activities are listed, click on the Portal button.

2. Select the activities that you would like your client to see in the portal and click Add to Portal.

The selected activities will then appear in the Uploaded to Portal column on the right.

Once your client is in their Secure Client Portal, they will see the status in real-time, so when each activity has been finished or ticked off in the Progress tab, they will see a green tick beside the activity.