Frequently Asked Questions
- How to Setup Bcc Client's Initial Account Opening Invitation to Firm Email
- User guide for Account detail
- User guide for E-file FLAG forms
- User guide for E-file USCIS forms
- How to use another email address to receive message notifications?
- How to continue using a profile after a case is closed?
- How can I download all files as PDF in one go?
- How to add correction information after submitting a worksheet?
- How to add a new case without completing other information?
- How to upload files for clients?
- How to reuse a Company Client's Profile for creating New Cases?
- How to delete completed cases from your case list?
- How to customize task lists on NEUTRINET DACA?
- How to update attorney account email address?
- How to remove an email address from a client account?
- How to set task notifications for case managers on NEUTRINET？
- How to convert E-sign PDF to Plain PDF on NEUTRINET?
- How to add receipt numbers to our tracking system?
- How to change Firm Address and Attorney Profile that would auto-populate to G-28?
- How to correct an incomplete questionnaire for a beneficiary?
- Can I customize client intake emails?
- How to share cover letters with clients?
- How to create a bulletin board for clients?
- How to download files uploaded by clients?
- How to create a video hyperlink in the system?
- How to make DS-260 auto-fill successful?
- How to enable legal assistants to receive email notifications for the case?
- After the client saves and submits, how can they receive feedback from CEAC?
- How to replace the contact person for a company client?
- Would it be possible to have an option to add Form I-907 to any open cases?