Recent updates
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Link a Migrant and Business Sponsor together
Updated onArticleMatters for employer sponsored visas and Nomination Matters must be linked to the corresponding Business Sponsor Matter.
Working with Files Clients and Matters Linking Matters
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How to send a Letter or Document via the Secure Client Portal
Updated onArticleWhen you have merged a Letter in MM, you will need to send it to the Client for their review. The following article sets out how to send merged Letters via the Secure Client Portal.
Working with Files Letters and Documents Merging Letters and Documents
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How to send a Letter or Document via Email
Updated onArticleWhen you have merged a Letter in MM, you will need to send it to the Client for their review. The following article sets out how to send merged Letter via Email.
Working with Files Letters and Documents Merging Letters and Documents
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How to merge a Template Letter
Updated onArticleMM's Template Merge function allows users to create template letters and documents in Word and then merge those with information and data from Migrant and Sponsor files. For instructions on how to create a template, please see: How to create a Template Letter. The instructions below cover how to merge a Template that you have created using one of the sample templates that comes pre-installed with Migration Manager.
Working with Files Letters and Documents Merging Letters and Documents
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How to generate a Web Questionnaire Status Report
Updated onArticleThis article covers how to access and use the Web Questionnaire Status Report to track the progress of your clients' questionnaire completion.
The MM Portal Web Questionnaires Requesting and Collecting Data
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How to return a Web Questionnaire to the client for editing
Updated onArticleThe Web Questionnaire's allow you to collect information for your client that is relevant to their application. Once a client submits their Questionnaire they are prevented from making further changes. However there will be occasions where the client has not answered or completed correctly all of the questions and you will required to return the Questionnaire to them for editing. This article covers how to return a Web Questionnaire to a client.
The MM Portal Web Questionnaires Requesting and Collecting Data
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How to Complete a Web Questionnaire - A guide for your clients
Updated onArticleThis article covers how your client can complete a Web Questionnaire via the Secure Client Portal.
The MM Portal Web Questionnaires Requesting and Collecting Data
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How to send a Web Questionnaire
Updated onArticleThis article covers how to send a Web Questionnaire for completion by your client. The sending of a Web Questionnaire is done via the Portal and as such you must have first activated the Portal for your firm in order to be able to make use of Web Questionnaires. For instructions on how to Activate the Portal, go to: Setting Up the Secure Client Portal
The MM Portal Web Questionnaires Requesting and Collecting Data
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How to send a Form via the Secure Client Portal
Updated onArticleWhen you have merged a Form in Migration Manager, you will need to send it to the Client for their review. The following article sets out how to send merged Forms via an Encrypted Message in the Secure Client Portal.
The MM Portal Portal Setup and Usage Requesting and Sending
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Requesting a Document from your Client via the Secure Client Portal
Updated onArticleThis section describes how to request a Document from your client via the Secure Client Portal. The Documents that you request are selected from the items you have listed in the selected Client's Progress tab.
The MM Portal Portal Setup and Usage Requesting and Sending
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