Be sure to click on the label for the type of address you are entering.
Autofilling and Reverse Autofilling Addresses in Prima.Law
Step-by-Step Guide
- 1. Entering Basic Information in the Contact Profile
- Access the Contact Page: Start by navigating to the contact page after beginning a case or during an intake process.
- General Information: On the contact page, you’ll see tabs for general biographic information, passports, addresses, telephones, employment history, marriage history, etc.
- 2. Adding Addresses
- Store Multiple Addresses: Prima.Law allows you to store multiple addresses for a contact, including physical, mailing, and foreign addresses.
- Click Add: Click the “Add” button to fill in a new address.
- Define Address Type: Specify whether the address is physical, mailing, or foreign. Note that you can only have one of each type at a time, but a physical address can also be a mailing address.
- Store Multiple Addresses: Prima.Law allows you to store multiple addresses for a contact, including physical, mailing, and foreign addresses.
- 3. Managing Address History
- Add Previous Addresses: To add a previous address, enter the dates lived from and until. This helps in maintaining a comprehensive address history.
- Reverse Chronological Order: Addresses are automatically organized in reverse chronological order for easy reference and use in immigration forms.
- Add Previous Addresses: To add a previous address, enter the dates lived from and until. This helps in maintaining a comprehensive address history.
- 4. Using Autofill for Forms
- Enter Data in the Database: Enter addresses and other relevant data in the contact profile.
- Smart Interview: Data entered through a smart interview will also populate the contact profile.
- Open the Case and Form: Navigate to the specific case (e.g., I-130) and open the form you want to autofill.
- 5. Autofilling the Form
- Click Autofill: Click the autofill button to populate the form with the data from the contact profile.
- Edit Form: Open the form to see the populated information. Fields in purplish-pink indicate they will autofill and reverse autofill.
- 6. Using Reverse Autofill
- Activate Reverse Autofill: Turn on reverse autofill by clicking the button in the form. This saves any data entered in the form back into the contact profile.
- Ensure Correct Profile Selection: Make sure the petitioner and beneficiary are correctly selected in the form to ensure data is saved to the correct profile.
- 7. Checking and Editing Addresses
- Review Addresses: Check the physical, mailing, and foreign addresses in the form to ensure they are correctly populated.
- Update Contact Profile: Any changes made in the form will be saved back to the contact profile if reverse autofill is enabled.
Entering addresses and utilizing autofill and reverse autofill features in Prima.Law is straightforward. This process ensures that all address information is accurately maintained and easily accessible for form preparation.
David