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MM User Manual
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Topics
1. Create a new File/Edit Files
3
2. How to use Web Questionnaires
5
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
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
MM User Manual
/
Getting Started Guide
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
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