> ## Documentation Index
> Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt
> Use this file to discover all available pages before exploring further.

# How online portal autofill works, when a case is ready, and what counts as one usage

> Prepare a reviewed case for a supported portal autofill workflow and confirm the usage terms that apply to your own subscription.

## When a case is ready

<img src="https://mintcdn.com/visa-flo/cmtpeb0FP38DY7HA/knowledge-base/images/docs-captures/autofill/forms-autofill.png?fit=max&auto=format&n=cmtpeb0FP38DY7HA&q=85&s=17b9d71555cc29433ecc4f60eedc0d61" alt="The case Forms workspace, where reviewed questionnaire data becomes available for autofill." width="1280" height="720" data-path="knowledge-base/images/docs-captures/autofill/forms-autofill.png" />

Start portal autofill only after the case, questionnaire, family information, and target portal application have all been reviewed. The needed readiness is not simply a 100% completion percentage. The staff member should be able to explain where each important destination value comes from and resolve any conflicting source data first.

## Prepare the workflow

1. Confirm the case type supports the intended portal workflow.
2. Review the principal applicant and every required family-member section.
3. Resolve required-field and validation issues.
4. Install the matching extension from **Settings** > **Extensions**.
5. Sign in to the destination portal yourself and open the correct application.
6. Run autofill, then review every populated portal field before saving or submitting.

VisaFlo does not need a government portal password. The extension works after the authorized user has signed in to the portal.

## What counts as usage

Usage, limits, renewal periods, and overage treatment depend on the subscription attached to your workspace. Check **Settings** > **Subscription** or obtain written confirmation from support before relying on a particular interpretation for a high-volume workflow. Correcting source data and re-running a workflow may be operationally necessary; do not assume any billing outcome without checking the plan that applies to your company.

## If the case is incomplete

Do not use autofill to discover which fields are missing. Return to the questionnaire, assign the correct follow-up, and review the source information. If the destination portal requires a value VisaFlo does not populate, complete it manually and retain the review responsibility in the case workflow.

See [Autofill with Extension](/knowledge-base/extension/autofill-with-extension) and [Pricing & limits](/knowledge-base/faq/visaflo-pricing-case-limits-annual-plans-and-overage-rules).
