Visaflo GuideGuide

Getting Started

📌 Cases
- 📁 Creating a Case
- Questionnaires
  - 📩 Send Invitation
  - 📋 View Questionnaire
  - 💬 Comments
  - 📝 Auto-fill IMM Forms
  - 🌐 Auto-fill Rep PR Portal
- Files
  - 🔗 Merge Files
  - 📦 Compress File
  - 🏷️ Rename File
  - ⬆️ Upload Files
  - ⬇️ Download File(s)
- Internal Notes
  - 🗒️ Add Internal Notes
- Invoices (Stripe)
  - 💳 Request Online Payment
- ✍️ E-Signature

📌 Clients
- 🧑‍🤝‍🧑 Adding a Client
- 🔧 Modifying a Client

📌 Leads
- Collect Leads
- Add Leads
- Custom Lead Form

📌 Settings
- ✉️ Inviting a Member
- ✅ Manage Subscription
- 🔒 Validate Rep PR Portal Account
- 🖊️ Email-Signature
- Letters & Agreements

Visaflo Extension
- 🚨(MUST READ) Getting Started
- Installation
- Create a Case on Visaflo
- Autofill with Extension

Powered by scalar.com

Create a Case on Visaflo

https://screen.studio/share/Ysrur8gA

On This Page

Create a Case on Visaflo