Use Shared Resources
How to manage templates, fields, and reports in eimmigration
Shared Resources centralize firm-wide tools like document templates, letter templates, custom fields, and reporting.
When to complete this task
During setup and whenever your firm needs new templates, fields, or reports.
Basic steps
- Go to Admin Tools → Document Repository to upload docs
- Go to Admin Tools → Letter Templates to create templates
- Add client or case custom fields
- Create or run custom reports, including Report.AI
Step-by-step instructions
Step 1: Navigate to Your eimmigration Portal URL
- Hover over Cog icon in top right corner
- Click Administrative Tools
Step 2: Click Administrative Tools in Top Right corner
Step 3: Select Letter Templates and create templates with Tags to auto-populate client/case data
- Under File Access select Letter Templates
- Select Add Letter Templates
- Create the template using tags to auto-populate client or case data
- Tags can be selected at the bottom right of the text toolbar labeled Tags
- Click Save
Step 4: Select Client Custom Fields from Admin Home to add fields for clients or cases
- Navigate back to the Administrator home
- Select Client Custom Fields under File Access
- Select Add Custom Client Field
- Fill out the custom field information
- Click Save
Step 5: Select Templates → Add Report Template to design a classic report using criteria and columns
- Navigate back to Administrative Tools
- Under Reports, select Templates
- Select Add Report Template
- Select Report criteria and information and click Save
Step 6: Use comparisons and filters (e.g., contains, equals, date ranges) to refine results
Step 7: Save and schedule reports for recurring emails
Step 8: To use Report.AI, go to Templates → Report.AI, type your request in plain English, preview the results, and export or save the query
- In Report Templates, select ReportAI from the righthand rail
- Enter your report query as a question or a command
- Preivew the results
- Export the results as a PDF or Excel file
Video walkthrough
Helpful hints
Once you update your logo file, it will replace your logo across all views.