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Visa procedures
4 articles · Files, documents, appointments, steps
How do I track a visa file step by step?Each step of the file creates its tasks and deadlines. The client sees the progress and missing documents in their space.How do I request missing documents from the client?In the file, the document list shows what is missing. "Ask the client" sends them a link to upload their documents from their space.How do I record an embassy appointment?Appointments › New: choose the file, the embassy or visa center, and the date. The client receives a reminder the day before.How do I adapt the steps of a procedure (Germany, France, Canada…)?Settings › Visa types: each type has its own steps, documents and timelines. Files already opened keep their steps.
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