Product Support Help Articles
Product Support Help Articles
Settings
- How to change user password
- How do I update case manger contact details?
- How to disable billing access rights?
- How do I add a new user?
- How do I define user access rights?
- How do I change login id for Others?
Support
HR Portal
- How do I grant report access to corp users
- Headquarter (HQ) Module
- E-Consent Feature
- How do I link an e-Consent to a corp user
- How to Create a Headquarter User in Portal Setup
- Reset Corp User Password
E-File Settings
Calendar
Prospects
- Link Intake Sheet/Questionnaire for Prospect
- Prospect Intake Sheet
- Prospective Client Report
- How to Gain Access to the Prospect Module
- How to Add Referral Source to the Prospect Module
- Creating an Online Prospect Intake Sheet
Browser Settings
- PDF Preview Mode in Chrome
- Troubleshooting Adobe Reader/Forms
- Disable Pop-up Blocker for Internet Explorer
- Cannot Connect to INSZoom
- Configure IE Browser Settings for e-File
- Troubleshoot Session Time-out Issue
Reports
- Reports 3.0 Video Tutorial
- Reports 3.0
- Identify Whether Reports Are Real Time or Over Night
- Dependent/Derivative Reporting in Adhoc
- Create an Adhoc Report
- Client Age Out Report
Billing
- How do I upload Logo for invoices?
- How do I upload Logo for invoices?
- Online Payments (Gateway Integration)
- Setting Up the Billing Module
- Overdue Pop-up Alert from INSZoom
- Self-service Billing Portal
Vendor Case Manager
Knowledgebase
- Add a New EAD Type
- Add a New EAD Type
- Add Appointment/Activity Categories
- Add Appointment/Activity Categories
- Add Client Type/Category
- Add Client Type/Category
Case/Matter Module
- Accept the Track Changes in a Questionnaire
- Add additional relative/dependent/co-sponsor to a Case
- Add Blanket Applicants To A Case
- Add EOIR Number
- Add Forms to a Case
- Add PERM Compliance Information to a Case
Client/Employee/Foreign National Module
- Add a Client Level Pop-Up Alert
- Add Client's Social Security Number
- Add Passport Expiration Date
- Add Second Passport for Dual National
- Add/Change Residence Address
- Add/Update Alien Number under Client Info
Corporation/Employer Module
- Add E-Verified ID for a Corporation
- Basic Case Request
- Change Corporate Signatory
- Changing Access Rights for the Corporate User
- Corporation Info Sub-Menu
- Corporation/Client/Case Page Customization