Learning Center for EIMMIGRATION

Frequently Asked Questions

GENERAL

GETTING STARTED WITH EIMMIGRATION
How is EIMMIGRATION Licensed?

How Long Has EIMMIGRATION Been Around?
Can I Buy Features That I Need and Purchase Add-ons Later?

How to Install Cerenade Form Filler

Filler Component and 64-bit Browser

HOW TO INSTALL GDI PLUS COMPONENT

LAW FIRM CUSTOMIZATION

Can I Configure EIMMIGRATION to fit my Immigration Practice?
Can I Login to EIMMIGRATION From My Law Firm's Web Page?
Place Your Law Firm Logo on EIMMIGRATION

SECURITY
Can I Host EIMMIGRATION or Must I Rely on Cerenade to Host EIMMIGRATION?
How Secure is My Immigration Data?

TRAINING
Do You Provide Training and is it Free?
NOTE: Self-Training Video Clips are available from the "Release Notes" section of EIMMIGRATION

DATA CONVERSION
Can You Import my Existing EILA database(s)?
HOW TO SEND US YOUR EILA DATABASE FOR CONVERSION
Can You Import my Existing Data from another Program?

BROWSER SETTINGS
Configuring Internet Explorer Browser Security Settings for EIMMIGRATION
How to Install Cerenade Form Filler
Filler Component and 64-bit Browser
WINDOWS 7 - USER ACCOUNT CONTROL SETTINGS
INTERNET EXPLORER 8 - DOES NOT OPEN PAGE
INTERNET EXPLORER 8 - HOW TO TURN OFF THE INFORMATION BAR
ATTORNEY CANNOT ACCESS EIMMIGRATION WEBSITE
ATTORNEY CANNOT LOGIN TO EIMMIGRATION/ADMIN CONSOLE
Browser Security Settings for "Export to Excel"
HOW TO CLEAR YOUR BROWSER CACHE

CLIENTS
HOW TO SEARCH FOR CLIENTS
ADDING FAMILY MEMBERS TO A CLIENT PROFILE
HOW TO CREATE A NEW CONTACT AND A NEW CASE VIA WIZARD
SETTING UP MEMBERS SECTION FOR A CONTACT
HOW TO ATTACH DOCUMENT(S) TO CONTACTS
HOW TO DELETE A CONTACT
ADD REMINDERS AND TRACK IMPORTANT DOCUMENTS

GIVING CLIENTS ACCESS TO EIMMIGRATION
GIVING CLIENTS ACCESS TO EDIT FORMS
PREREQUISITES FOR CLIENTS TO ACCESS EIMMIGRATION TO VIEW AND EDIT FORMS
CLIENT DOES NOT RECEIVE EMAILS

EMPLOYER
HOW TO EMAIL USERNAME AND PASSWORD TO EMPLOYER
HOW TO ASSIGN AN EMPLOYER SIGNATORY TO A CASE
HOW TO ADD A SIGNATORY TO AN EMPLOYER PROFILE
HOW TO GIVE EMPLOYER ACCESS TO EMPLOYEE CASES

ATTORNEY/PARALEGAL
HOW TO SETUP AN ATTORNEY/PARALEGAL IN EIMMIGRATION
Admin Console – Managing Users
Admin Console – Updating Access Rights For Attorney/Paralegal
HOW TO UNLINK ATTORNEY OR PARALEGAL FROM ALL CASES
HOW TO UNLINK CURRENT ATTORNEY AND LINK ANOTHER

ADMINISTRATOR
Admin Console – Managing Users
Admin Console – Managing Law Firm Locations
ADMIN CONSOLE – MANAGING PROCESSES
Admin Console – Updating Access Rights For Attorney/Paralegal
How to Change Administrator Password
HOW TO ADD A SIGNATURE TO EMAILS SENT FROM EIMMIGRATION
CREATE A DEFAULT COVER LETTER FOR OUTGOING QUESTIONNAIRES

How to Change Processes Steps/Features for the entire law firm via ADMIN Console

HOW TO CUSTOMIZE A QUESTIONNAIRE

HOW TO CHANGE BILLING FEES FOR THE ENTIRE LAW FIRM
HOW TO UNLINK ATTORNEY OR PARALEGAL FROM ALL CASES
HOW TO UNLINK CURRENT ATTORNEY AND LINK ANOTHER

QUESTIONNAIRE
COLLECTING CLIENT INFORMATION VIA QUESTIONNAIRE
HOW TO CHECK STATUS OF QUESTIONNAIRES IN OUTBOX
CLIENTS INTERFACE WITH QUESTIONNAIRES
HOW CAN THE EMPLOYER SEND THE QUESTIONNAIRE TO THEIR EMPLOYEE
CREATE A DEFAULT COVER LETTER FOR OUTGOING QUESTIONNAIRES

CASES
HOW TO SEARCH FOR CASES
CASE PARTIES – HOW THEY ARE SET AND HOW THEY POPULATE FORMS
HOW TO CREATE A CASE FOR AN EXISTING CONTACT
HOW TO CREATE A NEW CONTACT AND A NEW CASE VIA WIZARD
HOW TO ASSIGN AN EMPLOYER SIGNATORY TO A CASE
HOW TO PRINT OR EMAIL MULTIPLE FORMS
HOW TO ATTACH DOCUMENT(S) TO A CASE
HOW TO SET REMINDERS
HOW TO EMAIL REMINDERS
HOW TO DELETE A CASE

FORMS

List of Forms in EIMMIGRATION
HOW TO PRINT OR EMAIL MULTIPLE FORMS

CANNOT PRINT - "FAILED TO PRINT" ERROR

FORM DOES NOT OPEN - "OBJECT DOES NOT SUPPORT THIS PROPERTY" ERROR

Addendum Page - How to Identify and Remove
How to E-File ?

REPORTS

HOW TO EXPORT MY CONTACTS TO EXCEL

MISC.

MANAGING MY CALENDAR IN EIMMIGRATION

HOW DOES TICKLER WORK?
HOW TO CHANGE THE DATE RANGE FOR TICKLER

WEBINAR

CONNECT TO WEBINAR - CLICK HERE

HOW TO HEAR AUDIO FROM MY COMPUTER SPEAKERS

GENERAL
GETTING STARTED WITH EIMMIGRATION How is EIMMIGRATION Licensed?
How Long Has EIMMIGRATION Been Around? Can I Buy Features That I Need and Purchase Add-ons Later?



How to Install Cerenade Form Filler Filler Component and 64-bit Browser HOW TO INSTALL GDI PLUS COMPONENT LAW FIRM CUSTOMIZATION Can I Configure EIMMIGRATION to fit my Immigration Practice? Can I Login to EIMMIGRATION From My Law Firm's Web Page? Place Your Law Firm Logo on EIMMIGRATION SECURITY Can I Host EIMMIGRATION or Must I Rely on Cerenade to Host EIMMIGRATION? How Secure is My Immigration Data? TRAINING Do You Provide Training and is it Free? NOTE: Self-Training Video Clips are available from the "Release Notes" section of EIMMIGRATION DATA CONVERSION Can You Import my Existing EILA database(s)? HOW TO SEND US YOUR EILA DATABASE FOR CONVERSION Can You Import my Existing Data from another Program? BROWSER SETTINGS Configuring Internet Explorer Browser Security Settings for EIMMIGRATION How to Install Cerenade Form Filler Filler Component and 64-bit Browser WINDOWS 7 - USER ACCOUNT CONTROL SETTINGS INTERNET EXPLORER 8 - DOES NOT OPEN PAGE INTERNET EXPLORER 8 - HOW TO TURN OFF THE INFORMATION BAR ATTORNEY CANNOT ACCESS EIMMIGRATION WEBSITE ATTORNEY CANNOT LOGIN TO EIMMIGRATION/ADMIN CONSOLE Browser Security Settings for "Export to Excel" HOW TO CLEAR YOUR BROWSER CACHE CLIENTS HOW TO SEARCH FOR CLIENTS ADDING FAMILY MEMBERS TO A CLIENT PROFILE HOW TO CREATE A NEW CONTACT AND A NEW CASE VIA WIZARD SETTING UP MEMBERS SECTION FOR A CONTACT HOW TO ATTACH DOCUMENT(S) TO CONTACTS HOW TO DELETE A CONTACT ADD REMINDERS AND TRACK IMPORTANT DOCUMENTS GIVING CLIENTS ACCESS TO EIMMIGRATION GIVING CLIENTS ACCESS TO EDIT FORMS PREREQUISITES FOR CLIENTS TO ACCESS EIMMIGRATION TO VIEW AND EDIT FORMS CLIENT DOES NOT RECEIVE EMAILS EMPLOYER HOW TO EMAIL USERNAME AND PASSWORD TO EMPLOYER HOW TO ASSIGN AN EMPLOYER SIGNATORY TO A CASE HOW TO ADD A SIGNATORY TO AN EMPLOYER PROFILE HOW TO GIVE EMPLOYER ACCESS TO EMPLOYEE CASES ATTORNEY/PARALEGAL HOW TO SETUP AN ATTORNEY/PARALEGAL IN EIMMIGRATION Admin Console – Managing Users Admin Console – Updating Access Rights For Attorney/Paralegal HOW TO UNLINK ATTORNEY OR PARALEGAL FROM ALL CASES HOW TO UNLINK CURRENT ATTORNEY AND LINK ANOTHER ADMINISTRATOR Admin Console – Managing Users Admin Console – Managing Law Firm Locations ADMIN CONSOLE – MANAGING PROCESSES Admin Console – Updating Access Rights For Attorney/Paralegal How to Change Administrator Password HOW TO ADD A SIGNATURE TO EMAILS SENT FROM EIMMIGRATION CREATE A DEFAULT COVER LETTER FOR OUTGOING QUESTIONNAIRES How to Change Processes Steps/Features for the entire law firm via ADMIN Console HOW TO CUSTOMIZE A QUESTIONNAIRE HOW TO CHANGE BILLING FEES FOR THE ENTIRE LAW FIRM HOW TO UNLINK ATTORNEY OR PARALEGAL FROM ALL CASES HOW TO UNLINK CURRENT ATTORNEY AND LINK ANOTHER QUESTIONNAIRE COLLECTING CLIENT INFORMATION VIA QUESTIONNAIRE HOW TO CHECK STATUS OF QUESTIONNAIRES IN OUTBOX CLIENTS INTERFACE WITH QUESTIONNAIRES HOW CAN THE EMPLOYER SEND THE QUESTIONNAIRE TO THEIR EMPLOYEE CREATE A DEFAULT COVER LETTER FOR OUTGOING QUESTIONNAIRES CASES HOW TO SEARCH FOR CASES CASE PARTIES – HOW THEY ARE SET AND HOW THEY POPULATE FORMS HOW TO CREATE A CASE FOR AN EXISTING CONTACT HOW TO CREATE A NEW CONTACT AND A NEW CASE VIA WIZARD HOW TO ASSIGN AN EMPLOYER SIGNATORY TO A CASE HOW TO PRINT OR EMAIL MULTIPLE FORMS HOW TO ATTACH DOCUMENT(S) TO A CASE HOW TO SET REMINDERS HOW TO EMAIL REMINDERS HOW TO DELETE A CASE FORMS List of Forms in EIMMIGRATION HOW TO PRINT OR EMAIL MULTIPLE FORMS CANNOT PRINT - "FAILED TO PRINT" ERROR FORM DOES NOT OPEN - "OBJECT DOES NOT SUPPORT THIS PROPERTY" ERROR Addendum Page - How to Identify and Remove How to E-File ? REPORTS HOW TO EXPORT MY CONTACTS TO EXCEL MISC. MANAGING MY CALENDAR IN EIMMIGRATION HOW DOES TICKLER WORK? HOW TO CHANGE THE DATE RANGE FOR TICKLER WEBINAR CONNECT TO WEBINAR - CLICK HERE HOW TO HEAR AUDIO FROM MY COMPUTER SPEAKERS

EIMMIGRATION Learning Center