Plain-language upload instructions for 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

Should checklist items be in the client's language?

Custom item labels can use plain English or bilingual labels your firm standardizes — keep IRCC doc names recognizable for staff QC.

What reject message works?

One problem per reject: 'All passport pages, PDF, no glare' beats a paragraph of law.

Is guest link easier than my-id.ca signup?

Often yes — email OTP only, no new account password.

Can family coordinator upload for applicant?

Per your access and confidentiality model — upload to the correct line same day; do not share OTP in family chat if that breaks firm policy or client authorization.

Does Hivi-X translate reject reasons?

Not shipped — you write instructions your client understands.

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