Migration Manager User Manual
Topics
-
FAQ - General 68
- How to change your Computer Date format
- How to hide the Adobe tool panel
- I receive an error when trying to update my Forms: Meta Refresh error
- Microsoft Outlook warning each time Email Capture is performed
- Why can't my client open the PDF Questionnaire?
- Adding a Migrant Photo to the Active Matter Panel
- Batch Data Import Errors with .xls or .xlsx files
- Ports to Open to allow MM to operate in Secure Environments
- Changing my Firm Details
- Cloud Storage not syncing between PCs
- Unable to Open the Questionnaire PDF
- Converting Old Templates to New Template Format
- Backing up Migration Manager
- How to Change the Department Name
- Active X error during Office Integration
- Moving to Cloud
- Changing my Email Address
- Migration Manager - Cloud vs Local Install
- Housekeeping in Migration Manager
- Adjusting Monitor Scaling/Resolution for your PC
- Changing the Currency Symbol
- Running Migration Manager on a Mac
- Updating your Immi Password for eLodge
- Uninstalling the Student or Training Version of Migration Manager
- How Migration Manager User Licenses work
- Installing Migration Manager on a new Machine
- Help is at hand!
- Why is my client not receiving the ‘Portal Password Reset’ Email?
- Closed files
- Recording a ‘Request for Further Information (RFI)’ in Migration Manager
- MM Secure Client Portal – Introduction (1/6)
- MM Secure Client Portal – Getting started (2/6)
- MM Secure Client Portal – Web Questionnaire, Requesting Documents, and the Progress tab in MM (3/6)
- MM Secure Client Portal – Reviewing Web Questionnaire & Documents, sending incomplete questionnaires or document feedback to clients via the Secure Client Portal in MM (4/6)
- MM Secure Client Portal – Forms, Status updates, notification to clients (5/6)
- MM Secure Client Portal – Portal history, creating your Progress Item lists & SnapShot (6/6)
- Recording your client's VEVO consent in MM
- Reporting in MM
- Complex File Status list, Progress Items & Reporting in MM
- Where does MM store the information regarding Business Sponsorship and Nominations?
- Requesting Documents from your client via the Secure Client Portal in MM
- Running a VEVO Check through MM’s eLodge function
- Importing your client information into MM for new users
- Where to store your Unique Legal Practitioner Identifier Number in MM to populate in Form 956 & IMMI account
- Test Client & prepopulated web questionnaires in MM for your internal use
- Creating & Recording Referral/ Sources in MM
- MM Web Questionnaires matched to Australian Visa subclass - 18.03.2022
- Creating a custom merge field signature block
- Recording Employment history in MM
- Tips on how to use MM to complete the Form 80 when recording an client or applicant's extensive address, travel and/or employment history.
- Recording Skills Assessments application details in MM
- Recording State or Territory Sponsorship applications details in MM
- Where can you store the GSM Points breakdown for clients in MM?
- Setting up or checking your Email Capture settings - folder selection
- Recording the Department File Number in MM once an application has been lodged and Email Capture
- Managing your matters with future reminders – Active & Inactive Matter Status
- Relationship Status and the Online Questionnaire
- Department Forms blank after Merging
- Tracking DoHA refunds for visa applications using MM Reporting
- Creating a new item status for Documents, File Notes, and Progress Items in MM
- Drafting Skills Assessments in MM using eLodge
- Security Options for the Secure Client Portal – MFA Two-Factor Authentication (2FA)
- Emailing your client using File Notes from MM
- Creating a shortcut to Migration Manager on your Desktop or Taskbar
- Removing Empty First Page from Merged Letters
- The Migration Manager (MM) Community
- Error Starting Chrome message when starting eLodge
- Archiving Troubleshooting
-
FAQ - Accounts 9
- Help is at hand!
- MM Accounts – Sample Process Flows
- Accounts Setup Webinar
- Accounts Basics Webinar Q&A
- MM May 2022 Pre-recorded Question and Answer (Q & A) Session – End of Financial Year process in MM
- MM Pre-recorded Question and Answer (Q & A) Session – Setting up your Accounts in MM for 1 July
- Changing the Currency Symbol
- Sending Invoices via the Secure Client Portal
- Tracking DoHA refunds for visa applications using MM Reporting
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Webinar Q&A 9
- Accounts Setup Webinar
- Update 8.4 Overview Webinar Q&A
- Accounts Basics Webinar Q&A
- Update 8.5.5 Overview Webinar Q&A
- MM Pre-recorded Question and Answer (Q & A) Session - Business Sponsorships & Nominations
- MM Pre-recorded Question and Answer (Q & A) Session - Progress Items & Lists
- MM April 2022 Pre-recorded Question and Answer (Q & A) Session - Improving your client experience and engagement with the Secure Client Portal and Online Questionnaires
- MM May 2022 Pre-recorded Question and Answer (Q & A) Session – End of Financial Year process in MM
- MM Pre-recorded Question and Answer (Q & A) Session – Setting up your Accounts in MM for 1 July
Last Updated
Apr 18, 2022
Other Resources
Things to do First
- Installation and Setup
- Getting Started Guide
Working with Files
- Creating and Editing Files
- Emails & SMS
- File Notes
- Letters and Documents
- File Management
- Secure Client Portal
- PDF Questionnaires
- Web Questionnaires
- Forms and eLodge
- Reports
- Webleads
Accounting
- Accounts Setup & Settings
- Using Accounts
Admin, FAQ and Support
- File & Help
- Schedules
- Tools
- FAQ
- Support & Updates & Legal