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MM User Manual
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MM User Manual
Getting Started Guide
Generate Manual PDF
Other Resources
Installation and Setup
Leads
Clients and Matters
Letters and Documents
Email & SMS
File Notes
Task Management
Forms and eLodge
eSearch
Reports
Portal Setup and Usage
Web Questionnaires
Batch VEVO
Legal
Updates
1. Create a new File/Edit Files
3 Articles
1.1 How to Create a New Client for a Person
1.2 Recording Basic Details
1.3 Change a Matter from a Prospect to a Client
2. How to use Web Questionnaires
5 Articles
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 return a Web Questionnaire to the client for editing
2.4 How to generate a Web Questionnaire Status Report
2.5 How to Import a Web Questionnaire
3. Merge and Send a Form
4. Lodge an Online Application
1 Article
4.1 How to use eLodge - Online Applications
5. Send and Capture an Email
2 Articles
5.1 How to Send an Email
5.2 How to Capture, Match and Save Emails
6. Add a Workflow and monitor Due Dates
1 Article
6.1 Progress Items - How to add a Document and Tasks Checklist to a Matter
7. Using the Secure Client Portal
4 Articles
7.1 Activating the Secure Client Portal for a Matter
7.2 Requesting a Document from your Client via the Secure Client Portal
7.3 How to send a Form via the Secure Client Portal
7.4 How to send a Letter or Document via the Secure Client Portal
8. Record a File Note
1 Article
8.1 Creating a File Note
9. Merge and send a Document/Letter
2 Articles
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
2 Articles
10.1 Create a New Business Sponsor Matter
10.2 Link a Migrant and Business Sponsor together
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