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  3. Case/Matter Module

Case/Matter Module

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  • 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
  • Add Questionnaire(s) to a Case
  • Add Status & Reminders/Step to a Case
  • Add USCIS Receipt Numbers
  • Add/Edit Priority Date
  • Add/Edit Priority Date
  • Adding/Removing Questionnaires from an Email
  • Assign Case Reminders for Users/Case Managers (Existing Case)
  • Attaching Digital Docs to an Email
  • Capture/Add NVC Number
  • Case Expiration Alerts
  • Case Info Page Sub-Menu
  • Case Level - Forms Options and Icons
  • Change a Case Step Status
  • Change Case Status
  • Change Corporation Signing Person for an Existing Case
  • Change Sponsor and Beneficiary in Forms
  • Changes to the Case Dates/Details page
  • Changing the linked Process Module
  • Close Case with Alerts Switched Off
  • Copy Forms To/From Clipboard
  • Copy/Move- Notes/Email/Docs
  • Create a Case for an Existing Client
  • Creating a Starter Kit Email
  • Deactivate an Emailed Link (Questionnaires, Docs Checklist etc
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