{"id":5837,"date":"2026-03-26T10:37:46","date_gmt":"2026-03-26T09:37:46","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/immigration-case-management-onboarding\/"},"modified":"2026-03-26T12:41:24","modified_gmt":"2026-03-26T11:41:24","slug":"immigration-case-management-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/immigration-case-management-onboarding\/","title":{"rendered":"Immigration case management onboarding"},"content":{"rendered":"
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The Immigration case management onboarding<\/strong> 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.<\/p>\n

Who is this template for?<\/h2>\n

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.<\/p>\n

How it works<\/h2>\n

This template includes 7 steps that your clients complete through a secure portal:<\/p>\n

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  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Applicant Personal Information<\/strong> (Form) – Fields: First Name, Last Name, Date of Birth, Country of Citizenship, Current Country of Residence and more<\/li>\n
  3. Identity Documents<\/strong> (Document upload) – Fields: Passport copy (bio-data page), National ID card or driver’s license, Passport expiration page<\/li>\n
  4. Civil Documents<\/strong> (Document upload) – Fields: Birth certificate, Marriage certificate, Adoption or divorce decree<\/li>\n
  5. Supporting Documents<\/strong> (Document upload) – Fields: Employment letter, Bank statements, Police clearance certificate, Educational transcripts<\/li>\n
  6. Case Details<\/strong> (Form) – Fields: Immigration pathway sought, Brief case summary, Intended travel date<\/li>\n
  7. Thank you!<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Passport copy (bio-data page)<\/strong><\/td>\nA clear scan or photo of your passport's bio-data page.<\/td>\n<\/tr>\n
    National ID card or driver's license<\/strong><\/td>\nA valid government-issued ID card or driver's license.<\/td>\n<\/tr>\n
    Passport expiration page<\/strong><\/td>\nIf not included on the bio-data page, a page showing your passport's expiration.<\/td>\n<\/tr>\n
    Birth certificate<\/strong><\/td>\nA certified copy of your birth certificate.<\/td>\n<\/tr>\n
    Marriage certificate<\/strong><\/td>\nIf applicable, a certified copy of your marriage certificate.<\/td>\n<\/tr>\n
    Adoption or divorce decree<\/strong><\/td>\nIf applicable, a certified copy of adoption papers or divorce decree.<\/td>\n<\/tr>\n
    Employment letter<\/strong><\/td>\nA letter from your employer stating your position, salary, and dates of employment.<\/td>\n<\/tr>\n
    Bank statements<\/strong><\/td>\nBank statements covering the last six months.<\/td>\n<\/tr>\n
    Police clearance certificate<\/strong><\/td>\nA recent criminal record check from your current country of residence.<\/td>\n<\/tr>\n
    Educational transcripts<\/strong><\/td>\nOfficial transcripts for any degrees or diplomas obtained.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n