> ## 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.

# September 2026

> Agents that review, scan and track expiries for you, e-signature in one request, WhatsApp on every record, and several representatives per firm.

## New

### Agents

A new **Agents** page in the sidebar gathers work VisaFlo can do on its own. Each agent prepares the work and you approve it.

* **Review Agent** reviews questionnaires every day and when a client submits, checks answers against uploaded documents, and drafts the email to your client. In its settings you can turn **Automatic reviews** and **Review on client submit** on or off, add **Custom review instructions**, and pick the **Default draft language**.
* **Scan Agent** reads a client's WhatsApp and email and suggests questionnaire answers. Each suggestion shows where it came from, and nothing is filled in until you accept it.
* **Expiry Agent** tracks permit and passport expiry dates on your cases and drafts the reminder for you to review. **Add document** reads the date from a permit or passport.

[Scan Agent: never ask a client the same thing twice | VisaFlo](https://www.youtube-nocookie.com/embed/E_hiYlaccbM)

[Expiry Agent: never miss a client's expiry again | VisaFlo](https://www.youtube-nocookie.com/embed/c7G9iY03DTw)

### Send agreements and forms for signature in one request

**Send for signature** sends a service agreement and IRCC forms together, with reminders until everyone signs. When the agreement is signed, the invoice can follow. Word templates can have editable fields (**Make variable**), and **Copy link** gives you each signer's link from **Signing order**. [E-signature](https://visaflo.ca/knowledge-base/knowledge-base/cases/e-signature.md) · [Letters and agreements](https://visaflo.ca/knowledge-base/knowledge-base/settings/letters-and-agreements.md).

[Retainer Agent: from yes to signed, no retyping | VisaFlo](https://www.youtube-nocookie.com/embed/DypirV32fIE)

[How to get a service agreement signed | VisaFlo](https://www.youtube-nocookie.com/embed/dIyBZa6HTKo)

### WhatsApp on your records

Connect WhatsApp under Integrations to see each contact's chats in a **WhatsApp** tab on the lead, client or case. It is read-only, so you can see what was said without leaving VisaFlo.

### Notifications

The bell at the top shows new activity as it happens, with an unread count and **Mark all as read**.

### Several representatives per firm

Add every representative under **Settings → Autofill Settings → Representative Information**. Each case then picks its representative under **Representative & Contact Details**, and autofill uses that person.

### Autofill activation

**Activate Autofill** uses one autofill for the case. After that, **PDF Autofill** and **Online Autofill** are unlimited for that case. [Auto-fill IMM forms](https://visaflo.ca/knowledge-base/knowledge-base/questionnaires/auto-fill-imm-forms.md).

[How to auto-fill IMM forms from the questionnaire | VisaFlo](https://www.youtube-nocookie.com/embed/0X0x1T2u9oY)

### A separate page for documents

Turn on **Separate document uploads page** to let clients upload documents without opening the questionnaire again. The case list shows separate Questionnaire and Documents statuses.

### Consultations

Each event type can have its own notification emails and booking questions. You can create a booking for a client with **New booking**, hide event types and share them by direct link, and keep intake answers and meeting notes on each booking. Clients can add the booking to their calendar. [Calendar](https://visaflo.ca/knowledge-base/knowledge-base/calendar/calendar.md).

### Agreements API

Create and track agreements from your own systems, and get webhook events when they are signed. Find it under **Settings → API**. [Agreements API](https://visaflo.ca/knowledge-base/knowledge-base/developers/agreements-api.md).

## Improved

* When clients submit, they get a confirmation email with a PDF copy of their answers, and you get one email with the PDF attached. Submitting with blanks asks the client why first, and an unchanged resubmit sends nothing.
* Mute submission emails for a case you are following with **Turn off for this case**, or for 7 or 3 days.
* The checklist templates page is easier to scan, with an AI check for each document and **Sync with template** for custom case types.
* Each case has a new forms home page.
* Settings are regrouped, and Autofill Settings now has its own page. The cases, leads and clients lists look and work the same way.
* New settings: **Autofill signature and date**, the case ID in file names, and case ID prefixes for custom case types.
* New **Consultation Time** field on leads. Lead and client records have a send email button.
* The Email tab loads from a synced copy of your mailbox, so it opens faster and shows new mail sooner.
* Questionnaires catch more answers IRCC would reject, including Express Entry PR, citizenship and history gaps.
* Work, study and visitor questionnaires ask only what the IMM forms use.
* The AI Scanner works on Express Entry Profile cases and tells you why a scan failed.
* Document review no longer asks for translations of documents already in English or French.
* Invoices can be sent without Stripe.
* Autofill fixes: IMM 5476 on Express Entry cases, spouse trip length on the PR portal, Schedule A extra rows, and converting answers when you import between Express Entry and permit case types.
* The Chrome extension has a new **Scan** tab that turns an Express Entry online form into one review PDF.
* The Chrome extension autofills the PR portal in French as well as English.
* The Chrome extension supports accounts with two-factor authentication through an authenticator app.
* Your data is now stored in Canada. Existing file links keep working.


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