Migration Manager User Manual
Topics
-
Web Questionnaire Settings 1
-
How to use Web Questionnaires 8
- How to send a Web Questionnaire
- How to Complete a Web Questionnaire - A guide for your clients
- How to Import a Web Questionnaire
- Understanding the Web Questionnaire Import screen
- How to return a Web Questionnaire to the client for editing
- How to generate a Web Questionnaire Status Report
- How to preview your client's questionnaire progress
- Deleting a Web Questionnaire from the Portal
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