Migration Manager User Manual
Topics
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1. Create a new File / Edit Files 4
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2. How to use Web Questionnaires 7
- 2.1 How to send a Web Questionnaire
- 2.2 How to Complete a Web Questionnaire - A guide for your clients
- 2.3 How to Import a Web Questionnaire
- 2.4 Understanding the Web Questionnaire Import screen
- 2.5 How to return a Web Questionnaire to the client for editing
- 2.6 How to generate a Web Questionnaire Status Report
- 2.7 How to preview your client's questionnaire progress
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3. Merge and Send a Form 2
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4. Lodge an Online Application 1
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5. Send and Capture an Email 2
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6. Add a Workflow and monitor Due Dates 2
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7. Use the Secure Client Portal 5
- 7.1 Activating the Secure Client Portal for a Matter
- 7.2 Send a PDF Questionnaire - via the Secure Client Portal
- 7.3 Requesting a Document from your Client via the Secure Client Portal
- 7.4 How to send a Form via the Secure Client Portal
- 7.5 How to send a Letter or Document via the Secure Client Portal
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8. Record a File Note 1
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9. Merge and send a Document/Letter 2
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10. Link a Migrant and Sponsor together 3
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11. How to use PDF Questionnaires 2
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