Migration Manager

Migration Manager User Manual

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1. Create a new File / Edit Files 4
2. How to use Web Questionnaires 7
3. Merge and Send a Form 2
- 3.1 How to Merge a Department PDF Form
- 3.2 How to send a Form via Email
4. Lodge an Online Application 1
- 4.1 How to use eLodge - ImmiAccount online Applications
5. Send and Capture an Email 2
- 5.1 How to Send an Email
- 5.2 How to Capture, Match and Save Emails
6. Add a Workflow and monitor Due Dates 2
- 6.1 Progress Items - How to add a Document and Tasks Checklist to a Matter (Pre Version 8.8.1.0)
- 6.2 Snapshot - The Features
7. Use the Secure Client Portal 5
8. Record a File Note 1
- 8.1 Creating a File Note - When you have the Matter Open
9. Merge and send a Document/Letter 2
- 9.1 How to merge a Template Letter
- 9.2 How to send a Letter or Document via Email
10. Link a Migrant and Sponsor together 3
11. How to use PDF Questionnaires 2
- 11.1 Send a Questionnaire - By Email
- 11.2 Importing PDF Questionnaires