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📘Getting Started

Getting Started

📥Leads

Collect Leads Add Leads Custom Lead Form

👤Clients

Adding a Client Modifying a Client

📂Cases

Creating a Case E-Signature

📝Questionnaires

Send Invitation View Questionnaire Comments Auto-fill IMM Forms Auto-fill Rep PR Portal

🧩Visaflo Extension

MUST READ Getting Started Installation Create a Case on Visaflo Autofill with Extension

📁Files

Merge Files Compress File Rename File Upload Files Download Files

📘Internal Notes

Add Internal Notes

💳Invoices

Request Online Payment

⚙️Settings

Inviting a Member Manage Subscription Email Signature Letters & Agreements Branded Email Address

📝Frequently Asked Questions

How online portal autofill works, when a case is ready, and what counts as one usage Which immigration programs and IRCC portals does VisaFlo support?How service agreement templates and e-signatures work VisaFlo pricing, case limits, annual plans, and overage rules How to send, customize, lock, and review client questionnaires How to configure email sending, DNS records, and custom domain branding How to install the VisaFlo Chrome extensions and choose the right one How VisaFlo generates IMM PDFs and handles IRCC form updates Troubleshooting page errors, freezes, slow loading, and failed actions How to import clients, leads, and cases from CSV or another platform Invoices, payments, tax settings, exports, and trust accounting limits Which integrations VisaFlo supports and what can be automated with APIs Troubleshooting missing data, invisible changes, and recovery options Data security, storage, team permissions, and white-label setup How leads, booking forms, consultations, and client conversion work How tasks, reminders, workflows, deadlines, and case statuses work What the AI Scanner can extract and how to use it safely How file upload, folders, merging, compression, and storage work How to report a VisaFlo bug or unresolved support issue Troubleshooting CSV import errors, duplicate records, and failed migrations Troubleshooting subscription access, plan gating, and billing-state issues Troubleshooting autofill failures, incomplete-question blockers, and extension case matching Troubleshooting e-signature links and signed agreement files Troubleshooting client questionnaire links, access errors, and login confusion

Clients

VisaFlo documentation for Clients.

Adding a ClientAdd when to add a client directly vs create a lead first.
Modifying a ClientAdd whether changes sync into existing cases.

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