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Migration Manager

Migration Manager User Manual

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Migration Manager User ManualAdmin, FAQ and SupportSchedulesProgress Lists

Schedules

Progress Lists
- Progress Items - How to Create/Edit a Progress List template
- Progress Lists Groups – How to Create & Edit

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Topics

Accounts 7
Auto Email Matches 1
- Auto Email Matches - How to Create & Edit
Contacts 3
Custom Merge Fields 1
- Custom Merge Fields - How to Create & Edit
Dept 2
- Case Officers - How to Create & Edit
- Department Offices - How to Create & Edit
Legal Bases 1
- Legal Basis/Consent - How to Create & Edit
Statuses 2
- Matter Statuses - How to Create & Edit
- Item Statuses - How to Create & Edit
Matter Types 2
- Edit Matter Types
- Matter Type Fees - How to Enter Fees against a Matter Type
Progress Lists 2
- Progress Items - How to Create/Edit a Progress List template
- Progress Lists Groups – How to Create & Edit
Quickparts 1
- Quickparts – How to Create & Edit
Referral Sources 1
- Referral Sources - How to Create & Edit
Standard Directories 1
- Standard Directories - How to Create & Edit
Users 3
Visa Types 1
- Visa Types – How to Create and Edit
Miscellaneous 1
- How to Reactivate a User

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