1. Cover

2. Overview Adding Beneficiary

3. First Method Introduction

4. New Case Beneficiary Tab

5. Click Add Beneficiary Button

6. Enter Beneficiary Name

7. Beneficiary Login Options

8. Enable Beneficiary Portal Access

9. Continue Without Login Option

10. Submit Beneficiary Details

11. Second Method Introduction

12. Add Beneficiary from Dashboard

13. Beneficiary Page Overview

On Beneficiary Details page, you can view a complete list of all beneficiaries along with their key information such as Name, Petitioner, Email ID, Total Cases, Active Cases, and their current Status, which can be Active, Inactive, or Deleted.

In the same view, under the Actions column, you can manage each beneficiary using multiple options.

You can click Edit to update beneficiary information, or select Details to access the full beneficiary profile page.

To create a new case, click on New Case, which opens a dialog box for case creation.

If required, you can use Set Password to set or reset the beneficiaryu2019s login credentials.

Additionally, you have the option to Convert as Client, which converts the beneficiary into a client.

You can also mark a beneficiary as Inactive to restrict access, or choose Delete to remove the beneficiary from the system.

14. Filter & Import Options

At the top of the page, you will find a Search Bar, which allows you to quickly locate beneficiaries by entering their Name, Email, or Phone number.

Next to it, you will see the Select Petitioner search box, where you can choose a petitioner from the dropdown to refine your results.

On the right-hand side, there is a Filter option, which can be used to apply additional filters and narrow down the beneficiary list based on specific criteria.

You will also find an Import option, which allows you to upload beneficiary details in bulk.

To import beneficiaries, click on the Import button, after which the Upload Files dialog box will appear.

Within this dialog, you will see a u201cDownload Sample Excel u2013 Click Hereu201d option.

Click on it to download the sample file and understand the required format.

Once you have prepared your file accordingly, upload it and click Submit.

After submission, all the newly added beneficiary details will be displayed in the list.

15. Transition to Individuals Topic

16. Cases Without Petitioner Requirement

17. Examples of Individual Cases

18. Law Firm and Beneficiary Roles

19. Four Ways to Add Individual

20. Register from Login Page

21. Individual Registration Form

22. Enter Individual Details

23. Email for Password Setup

24. Other Invitation Methods

25. Invite Individual from Dashboard

26. Invite Individual via Clients Menu

Third, navigate to Clients from the left-hand. Click on Individuals on the right hand side. Click Invite Individual. The Invite Individual dialog box opens, fill in the form, and click Submit.

27. Add Individual While Creating Case

28. Individuals Page Overview

On the Individuals page, you will see a list of all added individuals along with their key information, including Name, Email ID, Total Cases, Active Cases, and their current Status.

Under the Actions tab for each individual, you will find several options to manage their details. Click on Details to navigate to the specific individualu2019s detailed profile page. Use Set Password to reset the individualu2019s password. You can select Inactive to mark the individual as inactive, or choose Delete to remove the individual from the system.

At the top of the page, there is a Search box that allows you to quickly find individuals by entering their Name, Email, or Phone number. On the right-hand side, you will find a Filter option, which can be used to refine your search results using additional filtering criteria.

29. Summary Adding Beneficiaries

30. ImmiBox Data Storage Benefits

31. Ending