Interactive Demo Case for Plus Users
Fillvisa Plus users can now walk through a fully guided demo case - from adding a contact to generating a filled USCIS PDF - before touching any real data.
Getting started with a new tool is hard when you're staring at an empty dashboard. We built the Demo Case to fix that.
The demo covers all five steps:
- Add a contact - create a portal account for your client
- Start a case - open a new immigration case and link it to a contact
- Select a form - pick a form template from the USCIS library
- Assign a collaborator - invite your client or a team member to the form
- Fill the form - complete the fields and generate a filled, ready-to-file USCIS PDF
Each step has an embedded guided tour that explains what's happening and why - so by the time you're done, you've seen exactly how a real immigration case comes together in Fillvisa.
Progress is tracked locally so you can pick up where you left off. Once all five steps are complete, the dashboard shows links to the knowledge base and your main dashboard.
The demo is available to all Fillvisa Plus users from the home dashboard.
