Migration Manager User Manual
Topics
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FAQ - General 70
- 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
 - Creating a Subsequent Entrant Matter
 - Activating MFA in immi
 
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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
 
          