Guest link for overseas immigration clients

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Do overseas clients need a my-id.ca account?

No. Share a secure guest link. They verify with an email one-time code and upload to the checklist. They can also register for my-id.ca if they want a longer-lived vault.

Is the guest link the same as an expired Drive link?

No. Guest access is OTP-gated and scoped to that business and client grant, with expiry you configure in the supported range. It is not an open folder URL.

What if the client's email OTP does not arrive in Nigeria or India?

Ask them to check spam and that you used the email they control. You can still upload files they send on WhatsApp onto the correct checklist lines the same day — the file of record stays in Hivi-X.

Can two family members use the same guest grant?

The grant is tied to the client record. For a spouse with a different email, follow your product's sharing rules — often a single client file with multiple items, or a coordinator uploading on their behalf. Do not share OTP codes in a family WhatsApp group as a workaround if that breaks your access model.

Does guest upload replace IMM 5476?

No. Representation forms are separate checklist lines. Guest upload is only how files arrive.

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