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
- 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