Recent updates
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Privacy Policy
Updated onArticleProtecting your privacy and keeping your personal information confidential and secure is important to Migration Manager. This Privacy Policy outlines the policy of Migration Manager and its related companies for maintaining your privacy and handling your personal information. This notice applies across all websites that we own and operate and all services we provide, including Migration Manager, Migration Manager Cloud, our Assessment and Portal products, and any other apps or services we may offer (for example, events or training). For the purpose of this notice, we’ll call these our ‘Services’. When we say ‘personal data’ we mean identifiable information about you, like your name, email, address, telephone number, bank account details, payment information, support queries and so on. If you can’t be identified (for example, when personal data has been aggregated and anonymised) then this notice doesn’t apply. This Privacy Policy relates to personal information we handle about our Clients, visitors to our websites and other members of the public. Note that Clients of our Services are solely responsible for establishing policies for and ensuring compliance with all applicable laws and regulations, as well as any and all privacy policies, agreements or other obligations, relating to the collection of personal information in connection with the use of our Services by individuals (also referred to as “Customers”) with whom our Clients interact. If you are an individual who interacts with a Migration Manager Client using our Services, then you will be directed to contact our Client for assistance with any requests or questions relating to your personal information.
Admin, FAQs and Support Legal Privacy and End User Agreement
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Copyright Notice
Updated onArticleImportant note on copyrighted materialYou should only use the Client Portal for files that you have the legal right to share with others. You do not have the right to share files unless you own the copyright in them or have been given permission by the copyright owner to share them. If you have any doubts about whether you have the legal right to share any file(s), you should not share them. By using the Client Portal to transmit documents, you represent that files transmitted via those services do not violate the MM End User Agreement and that you own all copyrights to them or have been given permission by the copyright owner to share them. MM has adopted a policy of terminating the accounts of users who repeatedly infringe copyright or whose accounts are subject to multiple infringement allegations. If you repeatedly share/transmit files that infringe others’ copyrights, your account will be terminated.
Admin, FAQs and Support Legal Privacy and End User Agreement
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How to Capture, Match and Save Emails
Updated onArticleMigration Manager's automated Email Capture allows you to automatically capture, match and save emails from Outlook into the relevant Matters in Migration Manager. Once activated, Migration Managers Automated Email Capture service is designed to automatically monitor and capture email from the User's Inbox and Sent folders in Outlook and then try to match and save those emails to the relevant matters in Migration Manager. When turned on, whilst the user is logged in to Migration Manager the Automated Email Capture service will operate in the background at the set time intervals performing the following steps: It will capture and copy all emails and attachments from Outlook which have been sent and received since the last capture was performed; It will assess each of the newly captured emails to determine if they can be automatically assigned to a matter in Migration Manager; It will assess each of the emails which have previously been captured over the last 45* days to determine whether there is any new information which has been entered or updated in to Migration Manager which would now allow these emails to be assigned (i.e. a matter might have been updated with Department reference numbers, in which case if there is an email which contains this Department reference number in the subject line it will now be assigned to that Matter). Emails which have been assigned, will now be copied to the Documents tab of the relevant matter. Your involvement with the capture system will be to check what has been captured and review those items which were not automatically matched to a matter and manual match these items where necessary. The following article shows you how to use the Email Capture.
Things to do First Getting Started Guide Send and Capture an Email
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How to Capture, Match and Save Emails to an Existing Matter
Updated onArticleThe MM App's automated Email Capture allows you to automatically capture, match and save emails from Outlook into the relevant Matters in MM. The Automated Email Capture service is designed to automatically monitor and capture email from the User's Inbox and Sent folders in Outlook and then try to match and save those emails to the relevant matters in MM. When turned on, whilst the user is logged in to Migration Manager the Automated Email Capture service will operate in the background at the set time intervals performing the following steps: It will capture and copy all emails and attachments from Outlook which have been sent and received since the last capture was performed; It will assess each of the newly captured emails to determine if they can be automatically assigned to a matter in MM; It will assess each of the emails which have previously been captured over the last 45* days to determine whether there is any new information which has been entered or updated in to MM which would now allow these emails to be assigned (i.e. a matter might have been updated with Department reference numbers, in which case if there is an email which contains this Department reference number in the subject line it will now be assigned to that Matter). Emails which have been assigned, will now be copied to the tab of the relevant matter. Your involvment with the capture system will be to check what has been captured and review those items which were not automatically matched to a matter and manual match these items where necessary. The following article shows you how to use the Email Capture.
Working with Files Email & SMS Capturing and Saving Emails
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How to Merge a simple Letter
Updated onArticleThe MM App allows you to generate letters and documents for each Matter using templates you have created or subscribed to. This article covers how to find and merge a simple letter to a visa applicant.
Working with Files Letters and Documents Merging Letters and Documents
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How to add a New Matter to an Existing Client - via the Shortcut Menu
Updated onArticleEach Client File in the MM App can be made up of multiple Matters. In theory it is possible to have 999 Matters per Client File, though it would be recommended not going this high. This article covers how to create and add a New Matter to an existing Client File. New Matters can be created via: the Shortcuts menu the Matters tab the Action menu in the Client File This article will cover how to create a New Matter via the Shortcut menu
Working with Files Clients and Matters Creating Clients and Matters
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How to Create a New Client for a Person
Updated onArticleThis article covers how to create a new Client File in the MM App. When you create a Client File you will also create the first Matter for that client.
Working with Files Clients and Matters Creating Clients and Matters