On Tuesday 24 May we hosted a training webinar for our clients on creating template processes in Immigo. View a recording of the webinar below – and let us know if you have any questions!
If you often handle Case process types that aren’t available in Immiguru – like renewals or de-registrations – you can build your own Template Case exactly how you want it to be – adding process steps, timing, documents – even home/host company, suppliers and fees.
Once you’ve got a Template, you can open new Cases and copy all the Template details across – so all those process steps, document lists and timing you’ve created will be imported into your new Case.
You can also use Templates to make Templates. So, if you handle many Case types that are somewhat similar but that have variations (for example, business visas for China which may be from various home countries and so which have slightly different consular requirements), you can use your first “Chinese Business Visa” Template to make multiple, varied Chinese business visa templates for assignees coming from various different home locations.
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Immigo is a secure, cloud-based global immigration case management system, powered by live data on global immigration processes.