Advanced Admin Tools

Fine-tune your setup with features like Form Defaults, Smart Alerts, and Document Assembly.

When to complete this task

After initial setup, when optimizing workflows or managing risk.

Basic steps

• Set Form Defaults under Application Settings
• Configure Smart Alerts for client/case warnings
• Use Document Assembly at the case level to package filings

Step-by-step instructions

Step 1: Navigate to Your eimmigration Portal URL

Step 2: Click Administrative Tools in Top Right corner

• Hover over Cog icon in top lefthand corner
• Select Administrative Tools from the dropdown

Step 3: Click Application Settings At the Bottom Left of Administrative Tools

• Select Application Settings located at the bottom left of Administrative Tools

Step 4: Configure Form Defaults (e.g., set standard Yes/No answers for common questions)

Step 5: Go to Smart Alerts (Global Client/Case Alerts) and add triggers (e.g., overdue invoices, conflict of interest)

Step 6: Open a Case Profile → Document Assembly to combine forms, exhibits, and cover letters into a single package with a table of contents and pagination

Video walkthrough

Helpful hints

• Use Smart Alerts sparingly for critical issues.
• Document Assembly saves time and ensures filings are consistent.