Frequently Asked Questions
VisaFlo documentation for Frequently Asked Questions.
- How online portal autofill works, when a case is ready, and what counts as one usageVisaFlo can autofill supported IRCC online portals and IMM PDF forms from the data collected in the client questionnaire. The workflow is designed to reduce repetitive manual entry, but you should still review every field before submission.
- Which immigration programs and IRCC portals does VisaFlo support?VisaFlo support depends on the case type, form type, and portal. Some applications are supported through IMM PDF generation, some through online portal autofill, and some are not currently supported.
- How service agreement templates and e-signatures workVisaFlo can generate service agreements and letters from your own Word templates. You add variables to the document, upload it in settings, configure the fields, then generate the document from a case.
- VisaFlo pricing, case limits, annual plans, and overage rulesVisaFlo plans are based on the features you need and the number of cases or autofill uses included in your subscription. Use this article to understand the most common billing and plan questions.
- How to send, customize, lock, and review client questionnairesThe questionnaire collects client information for the case. You can send an invitation, review answers, add comments or requested changes, and customize questions or upload requests depending on the case type and workspace settings.
- How to configure email sending, DNS records, and custom domain brandingVisaFlo can send clientfacing emails and support branded email/domain setup. If email sending or whitelabel branding is not configured correctly, clients may not receive invitations or the sender may still show VisaFlo.
- How to install the VisaFlo Chrome extensions and choose the right oneVisaFlo uses Chrome extensions for some online portal autofill workflows. Install the correct extension before running autofill.
- How VisaFlo generates IMM PDFs and handles IRCC form updatesAnswer questions about supported IMM forms, validation/barcodes, regeneration, and update timing.
- Troubleshooting page errors, freezes, slow loading, and failed actionsUse this article when a VisaFlo page freezes, a button does not respond, a file does not open, or an action keeps processing without completing.
- How to import clients, leads, and cases from CSV or another platformVisaFlo can help move existing lead and client data into your workspace. Some data can be imported by CSV or Excel, while full case migration depends on how the previous platform stored the data.
- Invoices, payments, tax settings, exports, and trust accounting limitsVisaFlo includes invoicing and paymentrelated workflows, but it is not a full accounting or trustaccounting system. Use this article to understand what you can do in VisaFlo and what may still need to be handled in your accounting software.
- Which integrations VisaFlo supports and what can be automated with APIsVisaFlo can connect with some external tools directly and can support additional workflows through APIs or automation tools where available.
- Troubleshooting missing data, invisible changes, and recovery optionsUse this article when data appears missing, a client says they submitted information but you cannot see it, or a form seems to have been overwritten.
- Data security, storage, team permissions, and white-label setupThis article answers common questions about VisaFlo data storage, privacy, team permissions, credential handling, and whitelabel setup.
- How leads, booking forms, consultations, and client conversion workVisaFlo includes lead and client workflows to help firms manage intake before a case is opened.
- How tasks, reminders, workflows, deadlines, and case statuses workVisaFlo tasks, reminders, workflows, and case statuses help your team track deadlines and internal responsibilities.
- What the AI Scanner can extract and how to use it safelyAI Scanner helps move information from uploaded documents into VisaFlo questionnaires and forms. It can save time, but you should always review extracted data before using it for a submission.
- How file upload, folders, merging, compression, and storage workVisaFlo file tools help you collect, upload, organize, merge, compress, rename, and download documents for a case.
- How to report a VisaFlo bug or unresolved support issueCapture residual bug reports that do not fit a specific troubleshooting article and route them to support with useful context.
- Troubleshooting CSV import errors, duplicate records, and failed migrationsGive users a checklist for CSV formatting, required fields, duplicate handling, and what to send support when imports fail.
- Troubleshooting subscription access, plan gating, and billing-state issuesClarify what to do when features appear locked, subscription buttons fail, or billing state looks wrong.
- Troubleshooting autofill failures, incomplete-question blockers, and extension case matchingHelp users resolve autofill failures caused by incomplete data, extension mismatch, missing case mapping, or portal field errors.
- Troubleshooting e-signature links and signed agreement filesExplain what to check when signature links fail, signed agreements do not appear, or multisigner workflows are unclear.
- Troubleshooting client questionnaire links, access errors, and login confusionExplain how client links work and what to check when a client cannot open or continue a questionnaire.