EILA Manual By: CERENADE www.cerenade.com
Contents
1. 18 Auto Fill 18 Filling Forms 18 Printing Forms 19 Emailing Forms 19 Adding Form Attachments 19 Table of Contents ii Auto Reduce Fonts 20 Highlight Fields 20 Addendum Tags2. 21 Pagelink Field in ETA9035F 21 Alarms 21 Alarms 21 Alarm Reports 22 Customizing Alarm Reports and Notifications 22 Word Processor Documents 23 Word Processor 23 Templates
3. 11 Contact Information Case Parties 11 Contact Setup 11 Duplicating Contact Information 12 Adding a Contact to a Case 12 Deleting Contact Information 13 Reports 13 Reports 13 Customizing Reports 13 Case
4. 3 Toolbar 4 Forms Screen 4 Import Export 5 Case Management 7 Creating New Cases 7 Opening Existing Cases 7 Deleting Cases 7 Attorney Information
5. 8 Attorney Setup 8 Law Firm Setup 9 Adding an Attorney to a Case 9 Deleting Attorney Information 9 Employer Information 10 Employer Setup 10 Duplicating Employer Information 10 Adding an Employer to a Case 11 Deleting Employer Information
6. 1 Highlight the form to which you want to add a note 2 Click the Modify button The Modify an Activity dialog box appears 3 Enter data in the Notes field and then click the OK button EILA Manual 18 Your notes appear with form in the activities list Opening Forms Before you can open a form you must add it to your case See Activities for instructions on adding forms to your case When a form has been added to the case you can open it from the Activities section of the desktop interface To open a form simply locate the form in the Case Activities list and then either click the Goto button or double click the form name With the form open you can begin editing it Auto Fill When you open a form within a case designated fields are automatically filled with information gathered from contact employer attorney law firm and party entries saved to EILA and added to the case EILA s auto fill feature simplifies the form filling process by automatically populating designated form fields with general information The information used for auto fill is gathered from details included within the case When you add contacts employers attorneys and law firms to a case the information associated with those parties becomes available for auto fill If you change any case information forms are update with the new information For example if you change a lawyer the new lawyer information will be reflected the next t
7. To disable this feature click Options gt Generate Pagelink field in ETA9035F again to remove the checkmark Alarms Alarms Alarms act as reminders notifying you of any upcoming events such as meetings court appearances phone calls etc when you open EILA Based on your settings alarms are the first thing to appear in the desktop interface Select Options gt Show Alarms to activate automatic alarm notification When this option is active a checkmark appears on the Options menu To customize the fields displayed when an alarm appears see Customizing Alarm Reports gt Setting an alarm EILA Manual 22 1 With a case open click the Add button in the Case Activities area 2 In the Schedule an Activity window click the Type drop down menu and select Alarm 3 Enter the alarm date in the Date field The current date is displayed by default The alarm activates on the date you enter 4 Enter an alarm description in the Regarding field and then click the OK button The alarm is added to the activities list and can be edited at any time by highlighting the alarm and clicking the Modify button Alarm Reports By creating alarm reports you can display all alarms set during any given period of time You can then print the report or export it as a text file This feature also allows you to set the fields that display for reports and alarm notifications by customizing alarm reports gt Creating an alarm r
8. 2 Click the appropriate option from the choices given to create the report 3 In the Lookup Cases window click the Customize Your Report button The Customize Report window appears 4 Add and remove fields from the report by highlighting field names and using the arrow buttons Use the Select Fields drop down menu to access desired fields 1 When finished click the Save and Exit button 2 In the Lookup Cases window click the Continue button Your report now displays the fields you selected 15 Case Activities Activities You add forms form instructions alarms and word processor documents to cases in the Activities section of the desktop interface When the case is saved all activities added to the case are saved with it You can use pre defined form sets to add a group of activities to your case or you can add activities individually See Pre Defined Form Sets for more information gt Adding activities 1 In the Case Activities section click the Add button 2 In the Schedule an Activity window locate an activity to add to the case 3 Click each activity you want to add to the case You can select an unlimited number of activities 4 When you have finished highlighting activities to add click the Select button The activities you selected appear in the Case Activities list List of Forms You can display a list of forms to save or print a copy for reference purposes or just to quickl
9. Adding a merge document to a case 1 In the Activities section of the desktop interface click the Add button 2 In the Schedule an Activity window click EILA Word Processor Doc from the Type drop down menu 3 Select a document from the template list and click the Select button You can select more than one document The templates selected now appear in the Activities list 4 Double click the merge document 5 In the Word Processor click File gt Preview Field placeholders are replaced with data from the case Before printing a merge document ensure File gt Preview is selected 27 New from Cerenade eImmigration For details on purchasing this new immigration forms preparation product contact your sales representative at Cerenade Dial 1 866 4 CERENADE for sales Cerenade s newest immigration forms preparation product is eImmigration the first and only client server immigration case and forms management system that runs across the enterprise This solution enables both law offices and corporate users to prepare immigration cases quickly and easily Users can access the latest forms for INS DOJ DOL State Department EOIR and PWR fill them out and then save or print them As an eImmigration user you can access the system from any PC connected to your network without the need to install and configure any software eImmigration is Internet ready which means that law firms can provide outside acce
10. EILA Manual By CERENADE www cerenade com i Table of Contents Introduction 1 Introduction 1 System Requirements 1 Technical Support 1 Settings 1 Copyright 1 EILA Environment 3 Desktop Interface
11. See Employer Setup for more information Contact Information add contact details to EILA See Contact Setup for more information First page go to the first page of a form Previous page go to the page before the current page Next page go to the page after the current page Last page go to the last page of a form Check spelling check the spelling of data entered in a form Attachment attach an EILA word processor document to the form Create Email Attachment save a form in a format that can be attached to an email message and sent to another EILA user Help open the help file Forms Screen When you open a form within a case the form appears in the desktop interface and additional buttons on the toolbar become active These buttons allow you to move within pages of the form check the spelling of the form add an attachment to the form and save the form as an email attachment EILA Environment 5 See Forms for more information Import Export Cases or activities can be exported as xfr files These xfr files can then be imported by another EILA program The data saved in the cases and activities remains intact when exporting and importing gt Exporting a case or activity 1 Open the case to export or the case containing the activity to export 2 On the File menu select Export gt Case Activity If Activity is selected all activities excluding alarms appear in the Export Case Activit
12. form attachments or any other similar documents you d like to include in a case In addition to specialized EILA features the word processor provides many standard text editing features available on the menu bar such as cut copy paste find and replace standard fonts font styles and font sizes paragraph alignment EILA Manual 24 Templates Before you can add word processor documents to your case you must create templates A template can be a complex merge document such as a cover letter or it can be a simple blank page Creating a template allows you to add an unlimited number of word processor documents to your cases gt Creating a template 1 On the menu bar select Setup gt Word Processor Templates 2 In the Setup Template dialog box enter a template name and then click the Edit button A blank word processor document appears 3 Create and format the document and then click File gt Save when finished New Documents Word processor documents are added to a case in the Activities section of EILA These documents can be edited at any time and are saved with the case gt Adding a new word processor document 1 In the Activities section of the desktop interface click the Add button 2 In the Schedule an Activity window select EILA Word Processor Doc from the Type drop down menu 3 Select a document template and click the Select button The document is added
13. and then save print or email them EILA Esq organizes and maintains the forms for easy access eliminating the need to maintain a sea of paperwork that can easily be misplaced or organized incorrectly Included in the application are several key features that provide a new standard of performance in electronic immigration preparation and filing for both immigration and non immigration attorneys EILA provides a number of features that facilitate case management for immigration attorneys familiar Windows environment that offers WYSIWYG forms simplified and centralized Database Administration save email print and fax immigration forms create client case files that store all information and forms relevant to that client auto fill of common information that is shared between forms for each client automatic reduction of font size to fit information into form fields full text search generate customize and print over 15 different reports import export to and from other cases pre defined form sets Word Processor component for the creation of Letter Merge Templates System Requirements Minimum system requirements 166 MHz or higher Windows 95 98 Me XP 2000 NT 2003 or Vista 128 MB of RAM 100 MB Available disk space Technical Support Cerenade s highly skilled technologically proficient support technicians are equipped with years of experience in
14. deletion of active contacts If you want to delete a contact you must first remove him from any existing cases or delete existing cases with which he is associated gt Deleting a contact 1 Click the Contact information button on the toolbar 2 In the Setup Contact dialog box click the Look up button 3 In the Select a Contact window double click the contact to delete The contact information appears in the Setup Contact dialog box 4 Click the Delete button and then verify the deletion by clicking Yes in the warning dialog box The contact information is completely removed from EILA Reports Reports By creating a report you can locate a particular case or view all cases containing key information gt Creating a report 1 On the menu bar select Reports 2 Click the appropriate option from the choices given to create the report A window appears in which you can enter search parameters based on your selection from the Reports menu 3 Enter search parameters and then click the Continue button Cases meeting the given parameters are displayed See Customizing Reports for additional information Customizing Reports EILA Manual 14 Before you create a report you can specify which fields to display through customization The fields are selected from entries for attorney case contact employer and law firm information gt Customizing a report 1 On the menu bar select Reports
15. the software field Most issues can be resolved quickly and easily Standard technical support for all Cerenade products is available Monday through Friday 8 00 am to 5 00 pm Pacific Standard Time Telephone Support 310 645 0598 Fax Support 310 645 0599 Email Support support cerenade com Website www cerenade com Knowledge Base Cerenade s Web site provides a searchable Knowledge Base containing our database of articles regarding commonly encountered questions and issues Bugtracking System The Bugtracking system is available to report an issue that you cannot resolve or to track the progress of an existing issue Settings The settings and details options on the View menu are used for support issues Cerenade does not recommend modifying the Settings file unless authorized support technicians are consulted See Technical Support for more information Copyright EILA Manual 2 This document constitutes confidential and proprietary information of Cerenade No part of this document may be reproduced or disclosed in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the prior written permission of Cerenade Copyright protection extends to all forms and matters of copyrightable material including without limitation any material generated from Cerenade Cerenade shall have no liability for any loss or expe
16. the case gt Adding attorney information to a case 1 Click the Attorney field button in the Case area 2 In the Select An Attorney dialog box double click the attorney information to add to the case The attorney is added to the case and the accompanying information is used in any forms opened within the case Deleting Attorney Information EILA Manual 10 You can delete any attorney NOT currently associated with a case EILA does not allow the deletion of active attorneys If you want to delete an attorney you must first remove her from any existing cases or delete existing cases with which she is associated Note If you do not intend on deleting the attorney from EILA completely and just wish to change a case attorney see Adding an Attorney to a Case gt Deleting an attorney 1 Click the Attorney information button on the toolbar 2 In the Setup Attorney Details dialog box click the Lookup button 3 In the Select an Attorney window double click the attorney to delete The attorney information appears in the Setup Attorney Details dialog box 4 Click the Delete button and then verify the deletion by clicking Yes in the warning dialog box The attorney information is completely removed from EILA Employer Information Employer Setup Employer information is available for every case created in EILA but you can only associate one employer per case When an employer is added to a case the emplo
17. to the activity list Note If there are no templates available you must create one Exit the Schedule an Activity window and create a new template See Templates for more information 4 In the Activity list double click the word processor activity to begin editing the document 5 When finished editing click File gt Save Creating Merge Documents By creating merge documents you can reuse one template in all of your cases to produce form letters Merge documents pull information alien law firm attorney employer from cases and populate designated fields with that information gt Creating a merge document Case Activities 25 1 On the menu bar select Setup gt Word Processor Templates 2 In the Setup Template dialog box enter a template name and then click the Edit button A blank word processor document appears 3 Enter text in the document To auto populate the document with case information click Insert on the menu bar Select options on the menu bar When the document is added to a case the field placeholders will be replaced with case specific information 4 When finished editing click File gt Save The merge document is now available for use within all cases Adding Merge Docs to Cases When adding a merge document to your case ensure information exists in the case for attorney employer law firm and alien EILA uses fields from these data files to create the merge document gt
18. 24 New Documents 24 Creating Merge Documents 24 Adding Merge Docs to Cases 25 New from Cerenade 27 eImmigration 27 Sales Information 28 Index 29 1 Introduction Introduction EILA Esq contains most of the commonly used immigration forms enabling both law offices and corporate users to prepare immigration forms quickly and easily You can access these forms fill them out
19. Activities 15 Activities 15 List of Forms 15 Pre Defined Form Sets 15 Creating New Form Sets 16 Forms 17 Forms 17 Form Notes 17 Opening Forms
20. Insert menu and select the data you want to insert You can insert as much as data as needed If the inserted data exceeds the space allotted within the field an addendum is created Printing Forms When you re ready to print a form simply click the Print button on the toolbar The form prints with all data or you can delete any auto fill entries and print a blank form If you re printing a filled form you should first save the form To do so click the Save button on the toolbar This saves the form with entered data and ensures that no information will be lost due to an unexpected mishap printer errors power failure etc Emailing Forms Forms accessed and filled in EILA can be emailed using a separate email application To access a version of the form outside of the EILA desktop interface it must be in far format Recipients can then view the form using Cerenade s Visual Reader which is available free of charge in the download section of www cerenade com gt Emailing a form 1 With the form you want to email displayed in the desktop interface click the Email Attachment button on the toolbar The Select email attachment file dialog box appears prompting you to save the file as a far file 2 Locate the folder in which to save the form name the file and then click the Save button The far file can now be used as an email attachment allowing an email recipient to view the form in Visual Reader Adding For
21. anual 12 Contact information is used in the case parties section of EILA Before adding any contacts to the parties list you should setup the contact information When a contact is added to a case and it is designated as a case party the contact s information is used to auto fill corresponding contact fields for each form added to the case An unlimited number of contacts can be added to EILA gt Setting contact information 1 Click the Contact Information button on the toolbar The Setup Contact dialog box appears 2 In the Setup Contact dialog box enter data in the given fields 3 When finished click the Save button The new contact is saved and can be added to any case within EILA Duplicating Contact Information The Setup Contact dialog box provides a Save as Duplicate option This lets you copy a contact information file so you don t have to create an entirely new file when creating a similar contact file gt Creating a duplicate file 1 Click the Contact Information button on the toolbar 2 In the Setup Contact dialog box click the Look up button 3 In the Select a Contact window double click the contact to duplicate 4 Click the Save as Duplicate button A dialog box appears notifying you that the action was successful and a copy of the current contact information file is made You are now modifying a file that has been duplicated Changes made to this file do not affect the duplicate fil
22. cidental data loss See below for details gt Importing a pre defined form set 1 On the menu bar select Options You are given the option of appending activities here If a checkmark exists next to the Append Activities option then you can add more than one form set to your case EILA Manual 16 If this option is NOT selected all activities within the activities list that have not been saved are overwritten when you add a new form set Save the case before adding form sets to avoid inadvertently losing activities 2 In the Activities section select a form set from the pre defined form set drop down list All forms within the form set are added to your case You can delete any activities within the form set from your case by selecting the activity and then clicking the Delete button in the Activities area This does not affect the form set 3 Click the Save button on the toolbar 4 Continue adding activities and form sets as needed Creating New Form Sets For commonly used forms from a number of different existing form sets you can create your own form sets that are available for all cases within EILA This enables you to add one form set to each new case rather than adding dozens of individual activities gt Creating a new form set 1 On the menu bar select Setup gt Pre Defined Form Set 2 In the Setup Form Set window click the New button 3 In the Form Set field enter a name for your form se
23. e 5 Make the necessary modifications to the contact information file and click the Save button The file originally duplicated has been saved and remains unchanged Adding a Contact to a Case Case Management 13 You can associate an unlimited number of contacts per case The contact information you choose will be used in auto fill when opening forms within the case The party option you select for each contact tells EILA when to use the contact s information in form auto fill fields gt Adding contact information to a case 1 In the Case Parties area click the Add or Insert button The Add button adds the contact to the end of the Parties list The Insert button adds the contact directly before a listed party that you select 2 In the Select a Contact window double click the contact to add to the case The contact is displayed in the case parties list 3 Select an option from the Party drop down menu identifying the contact as the alien or petitioner or the contact s relationship to the alien The contact information is used to auto fill forms opened within the case based on the selection you make from the parties list Deleting Contact Information The delete button in the case parties area of the desktop interface removes the contact from the current case but does not completely delete the information from EILA You can delete any contact NOT currently associated with a case EILA does not allow the
24. e employer per case Follow the instructions below to add an employer or to change the existing employer The employer information you choose will be used in auto fill when opening forms within the case gt Adding employer information to a case 1 Click the Employer field button in the Case area 2 In the Select an Employer window double click the employer to add to the case The employer is added to the case and the accompanying information will be added to any forms opened within the case Deleting Employer Information You can delete any employer NOT currently associated with a case EILA does not allow the deletion of active employers If you want to delete an employer you must first remove it from any existing cases or delete existing cases with which it is associated Note If you do not intend on deleting the employer from EILA completely and just wish to change a case employer see Adding an Employer to a Case gt Deleting an employer 1 Click the Employer information button on the toolbar 2 In the Setup Employer dialog box click the Lookup button 3 In the Select an Employer window double click the employer to delete The attorney information appears in the Setup Employer dialog box 4 Click the Delete button and then verify the deletion by clicking Yes in the warning dialog box The employer information is completely removed from EILA Contact Information Case Parties Contact Setup EILA M
25. e following operating systems Microsoft Windows 2003 Server Web Server One of the following Web servers o Microsoft IIS 5 0 or better EILA Manual 28 Database Requirements Microsoft SQL Server 2000 or 2005 Contact your sales representative at Cerenade for more information 1 866 4 CERENADE Sales Information For details on purchasing this new immigration forms preparation product or any of Cerenade s line of products contact your sales representative at Cerenade www cerenade com 1 866 4 CERENADE sales cerenade com 29 Index A Activities 3 7 15 16 17 18 21 24 25 Activity Notes 17 Addendum Tags 20 21 Adding a Contact to a Case 12 Adding an Attorney to the Case 9 Adding an Employer to a Case 11 Adding Form Attachments 19 Adding Merge Docs to Cases 25 Alarm Reports 22 Alarms 7 16 21 22 Attorney 9 Attorney Information 9 Attorney Setup 7 8 Auto Fill 18 Auto Reduce Fonts 20 C Case Activities 15 21 Case Activities list 18 Case Area 3 Case ID 3 Case Parties 3 12 Case ID 7 Cerenade 1 Contact 13 Contact Information button 11 12 Contact Setup 7 11 Copyright 1 Create Email Attachment 4 Creating a New Case 7 Creating New Form Sets 16 Customizing Alarm Reports 22 Customizing Reports 13 D Deleting Attorney Informatin 9 Deleting Cases 7 Deleting Contact Info
26. elds you can distinguish between the field types to easily identify those fields in which you can enter data gt Setting highlight fields 1 On the menu bar click Options gt Highlight Fields When the highlight fields option is active a checkmark appears next to Highlight Fields on the menu 2 To disable the highlight fields setting click Options gt Highlight Fields again to remove the checkmark Form with highlight fields enabled Case Activities 21 Addendum Tags If text exceeds the space allotted within a form field the overflow text is printed on a separate addendum page You can choose to have form fields labeled with a numbered addendum tag that is matched to the corresponding tag on the addendum page If you disable addendum tags overflow text will still print on the addendum page but the original form will not indicate those fields that print to the addendum gt Setting addendum tags 1 On the menu bar click Options gt Addendum Tags When the addendum tags option is active a checkmark appears next to Addendum Tags on the menu 2 To disable the addendum tags setting click Options gt Addendum Tags again to remove the checkmark Pagelink Field in ETA9035F EILA can automatically generate an entry for the Pagelink field in the ETA9035F form To enable this feature simply click Options gt Generate Pagelink field in ETA9035F When this option is active a checkmark appears on the Options menu
27. eport 1 On the menu bar select Reports gt Report on Alarm Dates The LookUp Cases dialog box appears 2 Enter the timeframe in which you want to find alarms created and then click the Continue button All alarms within the given timeframe are displayed Customizing Alarm Reports and Notifications Before you create an alarm report you can specify which fields to display through customization This allows you to specify the fields to display within selected cases The fields are selected from entries for attorney case contact employer and law firm information When you customize alarm reports the fields you select appear in reports as well as alarm notifications gt Customizing alarm reports and notifications Case Activities 23 3 On the menu bar select Reports gt Report on Alarm Dates The LookUp Cases dialog box appears 4 Click the Customize Your Report button The Customize Report dialog box appears 5 Add and remove fields from the report by highlighting field names and using the arrow buttons Use the Select Fields drop down menu to access desired fields 6 When finished click the Save and Exit button Alarm reports and notifications now display the fields you selected Word Processor Documents Word Processor EILA provides a basic word processor program that can be used to add text documents to your cases The word processor allows you to create letter merge documents templates
28. ies dialog box Activities to export are checked in the Export column Uncheck activities you do not want to export and then click the Export button 3 In the Select export file window name and save the xfr file gt Importing a case or activity 1 On the File menu select Import 2 In the Select import file window locate the file and click the Open button 7 Case Management Creating New Cases To begin filling forms and managing all aspects of immigration form preparation and filing you must create a new case This lets you manage all the necessary forms activities and contact information within the case gt Creating a new case 1 Click the New button on the toolbar 2 Type an entry in the Case ID field This entry is used to identify and distinguish the case from other cases within EILA 3 Click the Save button on the toolbar The case is now ready to be managed Related Topics Attorney Setup Activities Law Firm Setup Forms Employer Setup Alarms Contact Setup Word Processor Opening Existing Cases You can save an unlimited number of cases in EILA and access them at any time Only one case at a time can be opened so make sure you save any currently opened case before opening another one gt Opening an existing case 1 Click the Case ID field button to display the list of cases 2 In the Select Case dialog box double click the case you want to open The case is ope
29. ime you open a form Filling Forms Once a form is open it is ready for filling and editing The first field in the form is highlighted indicating where to begin entering data Designated fields will be filled according to auto fill settings when the necessary information is present in the case The current page number and the total number of pages in the form are displayed in the status bar For example if you are on page three of a seven page form the display shows Pg 3 7 Use the navigation buttons on the toolbar to view the first page last page previous page or next page of the form gt Entering data To begin entering data click or tab to the field you want to fill and begin typing Press the TAB key when finished to move through the remaining fields continuing until you reach the end of the form You can also use your mouse to click on any field in the form When you finish editing a form click the Save button on the toolbar to avoid losing any information To return to the desktop interface click the Exit button on the toolbar If the form you were working on is complete click the corresponding Completed box in the Case Activities list to track form actions Case Activities 19 gt Inserting data previously saved to the case Any field within a form can be filled with alien employer law firm or attorney data already added to the case 1 Click the field to fill 2 On the menu bar click the
30. in attorney information fields and then click the Save button when finished The attorney information is now added to the system Click the Done button to return to the desktop interface You can add the newly created attorney information to a current case by clicking the Attorney field button See Adding an Attorney to the Case for more information Law Firm Setup Setting law firm information allows you to associate an attorney with a law firm You can store an unlimited number of law firms in EILA for use in auto fill and while adding new attorney information gt Setting law firm information 1 In the Setup Attorney Details dialog box click the Law Firm button The Setup Law Firm Details dialog box appears 2 Enter data in the necessary fields and then click the Save button This law firm information is now available for use with all attorneys 3 You can also modify existing law firm information by selecting the appropriate law firm from the drop down list in the Setup Attorney Details dialog and then clicking the Law Firm button Or click the Look up button in the Setup Law Firm Details dialog box to locate law firm information to modify 4 When finished click the Done button Adding an Attorney to a Case You can only associate one attorney per case Follow the instructions below to add an attorney or to change the existing attorney The attorney information you choose is used in auto fill when opening forms within
31. m Attachments You can attach a word processor document to any form while the form is open in the desktop interface A document attached to a form is added to the activities list and labeled as an attachment Document attachments are linked with the form to which they are attached When you open a form with an attachment the attachment can be accessed and edited by clicking the Attachment button All saved changes remain intact every time you open the associated form or the attachment document itself EILA Manual 20 See Word Processor for more information Auto Reduce Fonts When Auto Reduce Fonts is selected the font size of the data entered in a field is reduced to fit within the space allotted If the space provided by the form field is still too small to contain the data entered an addendum is automatically created for that excess data When the form is printed the addendum is also printed See Addendum Tags for additional information gt Setting auto reduce fonts 1 On the menu bar click Options gt Auto Reduce Fonts The Auto Reduce Font dialog box appears 2 Click the Auto Reduce Fonts option button and then select an option from the drop down menu Based on your selection font sizes will reduce up to 1 2 3 or 4 points as data is entered allowing the data to fit within each form field Highlight Fields Forms contain fillable fields in which you can enter data and non fillable fields By highlighting fi
32. ned within EILA and is ready for editing Deleting Cases Cases can easily be deleted at any time Before deletion ensure the case is no longer needed as cases cannot be retrieved after deletion However all information within a case is not lost when the case is deleted Attorneys law firms employers and contacts remain available for use in other cases All EILA forms also remain available however any entered data within the form is lost gt Deleting a case 1 Click the Case ID button to display the list of cases The Select Case window appears EILA Manual 8 2 In the Select Case window double click the case you want to delete 3 The case is opened within EILA and is ready for deletion 4 Click the Delete button on the toolbar Attorney Information Attorney Setup Attorney information is available for every case created in EILA but you can only associate one attorney per case When an attorney is added to a case his information is used to auto fill attorney fields for each form within the case gt Setting attorney information 1 Click the Attorney information button on the toolbar The Setup Attorney Details window appears 2 In the Setup Attorney Details window select a law firm from the drop down menu Case Management 9 Note The attorney s law firm information must exist in EILA before adding the new attorney information See Law Firm Setup for more information 3 Enter data
33. nse whatsoever relating to the accuracy of the information furnished herein or for the use thereof or for omission therein Implied warranties of merchantability and fitness for a particular purpose and all other warranties either expressed or implied shall not apply to any aspect of this document 1993 2008 by Cerenade All rights reserved 3 EILA Environment Desktop Interface The desktop interface is the working environment in which you create and manage cases and edit forms associated with those cases The interface provides a toolbar menu bar and status bar See Toolbar for details The status bar is displayed at the bottom of the screen listing form names page numbers in form mode and the Case ID The desktop interface is split into three sections case info case activities and case parties Case Area Case Parties Case Activities EILA Manual 4 Toolbar The toolbar provides the following functions Toolbar button Name Click to Exit exit the forms screen or exit EILA entirely New create a new case Save save forms and cases within case folders Delete delete a case Cut cut a selection to the clipboard Copy copy a selection to the clipboard Paste paste a selection into a form Print print forms individually or batched Attorney Information add attorney details to EILA See Attorney Setup for more information Employer Information add employer details to EILA
34. omputer Individuals associated with a case can access eImmigration via the Internet or local intranet to enter personal information for themselves relatives or other parties related to their case This information can then be used when filling forms Contacts can be granted limited viewing access to details of any case to which they are a party Admin Console Features System administrators have control over user accounts and access rights Administrators can add or remove users by creating new accounts or disabling existing accounts Personal information and passwords for users of all access levels attorneys employers contacts can be edited to maintain data integrity To ensure information is not lost within forms administrators cannot delete contacts that are named in cases In addition no administrative action can cause records to be lost System Requirements No installation of special components or system configuration is required for users to access eImmigration Users only need computers that meet the minimum requirements outlined below Users who wish to access eImmigration via the Internet should have the necessary Internet accesses Client Requirements Windows 95 98 ME NT 2000 XP Pentium 75 MHz with 64MB RAM no hard disk requirements for HTML forms Microsoft Internet Explorer 5 0 or higher Server Requirements Pentium II 300 MHz with 256 MB RAM 40 MB available hard disk One of th
35. rmation 13 Deleting Employer Information 11 Desktop Interface 3 Duplicating Contact Information 12 Duplicating Employer Information 10 E Editing Forms 18 eimmigration 27 Emailing Forms 19 Employer 10 11 Employer Information 4 Employer Setup 4 7 10 ETA9035F 21 Existing Cases 7 Export 5 F Filling 18 Forms 18 Form Set 16 Forms 15 17 18 Filling 18 List 15 Forms Introduction 17 Forms Screen 4 H Highlight Fields 20 I Import Export 5 Introduction 1 L Law Firm Setup 7 9 List of Forms 15 M Merge Documents 23 24 25 N New Documents 24 O Opening an Existing Case 7 Opening Forms 18 P Pagelink Field in ETA9035F 21 Parties list 12 Pre defined Form Sets 15 16 Printing Forms 19 R Reports 13 22 S Sales Information 28 Settings 1 Setup Attorney Details dialog 9 System Requirements 1 T Technical Support 1 Templates 23 24 25 Toolbar 3 4 7 V View menu 1 EILA Manual 30 W Word Processor 7 15 16 19 23 24 25 X Xfr file 5
36. ss to account and status information for their users via the Internet A user friendly interface gives attorneys the ability to manage information and forms associated with an immigration case This immigration form preparation system provides users with a number of beneficial tools and features Form auto fill of common information Automatic reduction of font size to fit information into form fields Fill save and print forms Create reports based on entered criteria Alarms for notification of upcoming events Case history tracking Robust database Real time client notification of case changes User Features A major advantage of this browser based application is the ability to access any case from any computer that is connected to your network or to the Internet When a case is saved within eImmigration the data is saved to a server rather than to a local hard drive making the data accessible from any computer at any time Accounts can be created for employers allowing them access to limited case details relevant to their needs The user responsible for managing specified cases can provide employers with a case history in addition to the case details Employers with a vested interest in a certain individual s case status can login to the law firm s web server that is hosting eImmigration and use their eImmigration account to closely monitor the progress of the case at any time from any c
37. t 4 Click the Insert After or Insert Before button to begin adding activities to your form set 5 In the Schedule an Activity window click each activity you want to add to the case You can select an unlimited number of activities Use the Type drop down menu to select alarms word processor documents and forms Note You can only add activities from one Type list at a time Case Activities 17 6 When you have finished highlighting activities to add click the Select button The activities you selected appear in the Setup Form Set list 7 Continue adding activities by clicking the Insert buttons 8 When finished creating the form set click the Save button and then click the Done button Your form set is now available for use It appears in the Activities section of the desktop interface with the other pre defined form sets Forms Forms A key feature of EILA is the ability to fill forms save them within a case and edit email or print them as needed The contact employer and attorney information you ve added to the case is used to auto fill specified fields within each form you open Remaining fields can be edited online or the forms can be printed so information can be added later by hand Related topics Auto Fill Printing Forms Emailing Forms Form Notes Forms added to your case can include short notes which are displayed along with the form in the activities list gt Adding Form notes
38. y locate a form by browsing the entire list at once With each new version of EILA any number of old forms are deleted and new forms are added Due to this dynamic aspect of forms in EILA you should print a new list of forms to replace any existing versions when you receive an updated EILA application See the release notes that are included with the new version of EILA for more information gt Viewing the list of forms 1 In the Case Activities section of the desktop interface click the Add button 2 In the Schedule an Activity window click the Print button A text file is generated listing every form within EILA This file can be saved or printed This action does NOT automatically generate a hard copy of the file e g by sending it to your printer The date is displayed on the page heading allowing you to track current versions of the form list print out Pre Defined Form Sets Forms are organized by category called a form set and can be accessed through the pre defined form set list in the Activities section This feature allows you to import all forms within a set into your case You are also give the option of creating your own form sets and importing them into each new case Note Care must be taken when adding pre defined form sets to avoid losing existing activities Save the case before and after adding each individual form set to ensure information is not lost Activating the Append Activities option also helps avoid ac
39. yer s information is used to auto fill employer fields for each form added to the case gt Setting employer information 1 Click the Employer information button on the toolbar The Setup Employer window appears 2 In the Setup Employer window enter the necessary data 3 When finished click the Save button The employer information is now available for use within a case Duplicating Employer Information The Setup Employer dialog box provides a Save as Duplicate option This lets you copy an employer information file so you don t have to create an entirely new file when creating a similar employer file gt Creating a duplicate file 1 Click the Employer information button on the toolbar Case Management 11 2 In the Setup Employer dialog box click the Look up button The Select an Employer window appears 3 In the Select an Employer window double click the employer information to duplicate 4 Click the Save as Duplicate button A dialog box appears notifying you that the action was successful and a copy of the current employer information file is made You are now modifying a file that has been duplicated Changes made to this file do not affect the duplicate file 5 Make the necessary modifications to the employer information file shown and click the Save button The file originally duplicated has been saved and remains unchanged Adding an Employer to a Case You can only associate on
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