MM User Manual

Search the User Manual

Search the User Manual

Topics

1. Create a new File/Edit Files 4

2. How to use Web Questionnaires 6

3. Merge and Send a Form 0

4. Lodge an Online Application 1

5. Send and Capture an Email 2

6. Add a Workflow and monitor Due Dates 1

7. Using the Secure Client Portal 4

8. Record a File Note 1

9. Merge and send a Document/Letter 2

10. Link a Migrant and Sponsor together 2

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
Settings Menu
Tools Menu
Batch VEVO
Legal
Updates

MM User Manual / Getting Started Guide

1. Create a new File/Edit Files

4 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
1.4 How to Create a New Client for a Person (Prospect)

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