Case/Matter Module
Learn about the different ways to manage and administrate the Case/Matter Module in Inszoom.
C
H
I
- INSZoom - Accept the Track Changes in a Questionnaire
- INSZoom - Add additional relative/dependent/co-sponsor to a Case
- INSZoom - Add Blanket Applicants To A Case
- INSZoom - Add EOIR Number
- INSZoom - Add Forms to a Case
- INSZoom - Add Questionnaire(s) to a Case
- INSZoom - Add Status & Reminders/Step to a Case
- INSZoom - Add USCIS Receipt Numbers
- INSZoom - Add/Edit Priority Date
- INSZoom - Adding/Removing Questionnaires from an Email
- INSZoom - Assign Case Reminders for Users/Case Managers (Existing Case)
- INSZoom - Attaching Digital Docs to an Email
- INSZoom - Capture/Add NVC Number
- INSZoom - Case Expiration Alerts
- INSZoom - Case Info Page Sub-Menu
- INSZoom - Case Level - Forms Options and Icons
- INSZoom - Change a Case Step Status
- INSZoom - Change Case Status
- INSZoom - Change Corporation Signing Person for an Existing Case
- INSZoom - Change Sponsor and Beneficiary in Forms
- INSZoom - Changes to the Case Dates/Details page
- INSZoom - Changing the linked Process Module
- INSZoom - Close Case with Alerts Switched Off
- INSZoom - Copy Forms To/From Clipboard
- INSZoom - Copy/Move- Notes/Email/Docs
- INSZoom - Create a Case for an Existing Client
- INSZoom - Creating a Starter Kit Email
- INSZoom - Deactivate an Emailed Link (Questionnaires, Docs Checklist etc
- INSZoom - Delete/Remove a Case
- INSZoom - Deleting a Receipt Number
- INSZoom - Docs Check List for Corporations
- INSZoom - Document Status
- INSZoom - Email Authentication
- INSZoom - Email Docs Checklist From Case Level
- INSZoom - Email Questionnaires and Doc Lists to Clients
- INSZoom - Email Questionnaires and Forms as Attachments
- INSZoom - ETA-9035E on FLAG System
- INSZoom - ETA-9089: Saving Employer Contact Details
- INSZoom - Extend Access for an Expired Email Link (Questionnaire, Doc Checklist etc)
- INSZoom - Filling Out Forms
- INSZoom - Form Addendum
- INSZoom - Generate a Barcode after Completing a Form
- INSZoom - How do I Edit a Letter Template Attached to a Case?
- INSZoom - How do I send an email using a template?
- INSZoom - How to Add an Event to a Step for an Existing Case
- INSZoom - How to change case opened date
- INSZoom - How to Change Petition Type To An Existing Case
- INSZoom - How to Enable Pop-up Alerts
- INSZoom - How to link forms to a case
- INSZoom - How to Restore Deleted Cases?
- INSZoom - How to update the attorney's bar number on a case
- INSZoom - Input Service Center Info
- INSZoom - Lifecycle of a Form with e-file
- INSZoom - Linking Documents and Images to the Docs Check List
- INSZoom - Petition Package Assembly & Print
- INSZoom - Process Modules for Cases
- INSZoom - Questionnaires in Different Language
- INSZoom - Receipt Management 3.0
- INSZoom - Recreating a Form
- INSZoom - Remove the '+' Sign from INSZoom Forms
- INSZoom - Select Form Utility Drop Down Menu
- INSZoom - Shipping/Mailing Log
- INSZoom - Snapshot of Cases
- INSZoom: Letter Management
- INSZoom:-Linking Custom Fields to an Adhoc Report
- INSZoom:-Make Questions/Fields Mandatory in a Questionnaire
S