The Immigration case management onboarding template helps you collect documents and information in a structured, secure workflow. A template to collect information and documents for immigration case management across various services and countries.
Who is this template for?
This template is designed for professionals in Immigration, KYC, Customers, Agency. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 7 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Applicant Personal Information (Form) – Fields: First Name, Last Name, Date of Birth, Country of Citizenship, Current Country of Residence and more
- Identity Documents (Document upload) – Fields: Passport copy (bio-data page), National ID card or driver’s license, Passport expiration page
- Civil Documents (Document upload) – Fields: Birth certificate, Marriage certificate, Adoption or divorce decree
- Supporting Documents (Document upload) – Fields: Employment letter, Bank statements, Police clearance certificate, Educational transcripts
- Case Details (Form) – Fields: Immigration pathway sought, Brief case summary, Intended travel date
- Thank you! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Passport copy (bio-data page) | A clear scan or photo of your passport's bio-data page. |
| National ID card or driver's license | A valid government-issued ID card or driver's license. |
| Passport expiration page | If not included on the bio-data page, a page showing your passport's expiration. |
| Birth certificate | A certified copy of your birth certificate. |
| Marriage certificate | If applicable, a certified copy of your marriage certificate. |
| Adoption or divorce decree | If applicable, a certified copy of adoption papers or divorce decree. |
| Employment letter | A letter from your employer stating your position, salary, and dates of employment. |
| Bank statements | Bank statements covering the last six months. |
| Police clearance certificate | A recent criminal record check from your current country of residence. |
| Educational transcripts | Official transcripts for any degrees or diplomas obtained. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Immigration case management onboarding template?
It is a ready-to-use document collection template with 7 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Immigration case management onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Immigration case management onboarding” template, and start collecting documents today. Check our pricing for details.