Quick start
Most common tasks:- How do I set up my account? → Account Setup
- How do I create a client? → Creating a New Client
- How do I create a case? → Creating a New Case
- How do I send an agreement for signature? → Creating and Sending Agreements
- How do I create and send an invoice? → Creating and Sending Invoices
Client management
- How do I create a new client? → Creating a New Client
- How do I view and manage client details? → Client Profile
- How do I search for clients? → Client Overview
Case management
Getting started with cases:- How do I create a new case? → Creating a New Case
- What is a case profile and how do I use it? → Case Profile
- How do I search for cases? → Case Overview
- How do I categorize cases by visa type or service? → Case Categories
- How do I assign and track tasks within a case? → Managing Case Tasks
- How do I add multiple contacts to a case? → Multiple Contacts in Cases
- How do I create and manage employer-sponsored cases? → Employer Cases
Agreements and contracts
- How do I create and send an agreement for signature? → Creating and Sending Agreements
- How do I add an adviser’s signature to agreements? → Contract FAQ
- How do I set up multiple signers on an agreement? → Contract FAQ
- How do I use contact information in agreement templates? → Using Contacts in Templates
Invoices and payments
Creating and sending invoices:- How do I create and send an invoice? → Creating and Sending Invoices
- How do I send an invoice to a specific contact? → Sending Invoice to Contact
- How do I customize invoice email templates? → Invoice Email Templates
- How do I record a payment on an invoice? → Adding Payments and Sending Receipts
- How do I create a proforma invoice for advance payments? → Advance Payments and Proforma Invoices
- How do I add a discount to an invoice? → Credit Notes
- How do I waive off an invoice amount? → Credit Notes
- How do I set up automatic invoice reminders? → Invoice Reminders
- How do I create invoices for employers? → Employer Invoices
Employer management
- How do I create an employer profile? → Creating an Employer
- What is an employer profile? → Employer Profile
- How do I search and manage employers? → Employer Overview
Forms and documents
- How do I create advanced custom forms? → Creating Advanced Forms
- How do I digitize and use PDF forms in Adviseraide? → Digitizing PDF Forms
Custom fields
- What are custom fields and how do they work? → Custom Fields Overview
- How do I create custom fields for my cases? → Creating Custom Fields
User and account settings
Account setup:- How do I set up my account for the first time? → Account Setup
- How do I change my password? → Change Password
- How do I set up my email signature? → Email Signature
- How do I add staff members or users to my account? → Creating a New User
Privacy and security
- How does Adviseraide protect my data? → Data Security
- What is your privacy policy? → Privacy Policy
- What are the terms of service? → Terms of Service
Troubleshooting
- I can’t view PDF files within Adviseraide. What do I do? → Chrome PDF Viewing Issue
Still need help? If you can’t find the answer you’re looking for, contact our support team at support@adviseraide.com. We’re here to help!