From client details to an official form

Prepare a supported official form using saved record details and reviewed client answers. Keep supporting files on the case and check the final output before use.

Written by Michael Ruflin

Matter product guide · Published

Before you start

1. Check saved record details

Open the people, organisations, and case involved. Check the details already saved. For example, confirm that the applicant’s date of birth is on the correct contact record.

Understand saved details

2. Find Forms and create the case form

Open Cases from the left sidebar, then open the case. Select Forms below the case title. Select Add case form, choose the supported official form, and check its name and linked records before creating it.

Create and link a case form

The case Forms tab with the Add case form button above the form list.
  1. 1 Open Forms on the case.
  2. 2 Select Add case form.

3. Check the linked records

Open Linked records on the case form. Check that each role refers to the correct person or organisation. Select Save linked records after changing the links.

Link the right records

Linked records tab showing the Applicant record selector and Save linked records.
  1. 1 Open Linked records.
  2. 2 Choose the applicant, then select Save linked records.

4. Copy available details into the form

On the Form tab, select Actions beside the form title, then Copy values. Choose Linked records and case fields. Check the direction, run the preview, and select what to transfer. Apply the operation and check the form answers.

Copy saved details

Copy values dialog with Linked records and case fields selected and the direction set to fill this form.
  1. 1 Choose the copy source.
  2. 2 Check From, To, and the arrow direction.
  3. 3 Select Run preview before copying values.

5. Choose a predefined questionnaire

Open Client Portal on the case and select the document group. Select Actions beside the group name, then Create questionnaire. Choose a predefined template and link the relevant records. Review the request details, questions, and client access before notifying the client.

Use a questionnaire template

Client Portal on a case with the Applicant documents group Actions menu open and Create questionnaire available.
  1. 1 Open Client Portal and select the document group.
  2. 2 Open the group’s Actions menu.
  3. 3 Select Create questionnaire.

6. Collect supporting files

Add document requests for the evidence the case needs. For example, request the passport file as well as its details. Review uploads separately from questionnaire answers.

Request and review files

7. Review and apply submitted answers

Review submitted answers and request corrections where needed. In Apply values, check destinations before updating saved details. Open Copy values on the case form to copy compatible answers. Check the result and enter remaining answers directly.

Review and apply answers

8. Prepare the supported output

For a PDF form, open PDF, review the preview, and use Export Form to save it to the case. For an online form, open Online form and connect the ImmiAccount application. Compare answers before transferring changes.

Choose PDF or online preparation

Online form tab with Start new application and Connect application for ImmiAccount.
  1. 1 Open Online form.
  2. 2 Choose Start new application or Connect application.

9. Check the form and supporting evidence

Review the generated PDF or ImmiAccount application. Check unanswered questions, reported omissions, and supporting files. Confirm required attachments in ImmiAccount separately. Form preparation does not submit or lodge the application.

Review the ImmiAccount result

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