> ## 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.

# October 2026

> The case workspace (beta), Monitor Agent for IRCC updates, saved case views, organization clients, your own case types, AI Scanner on the questionnaire, new PNP and refugee case types, and more.

> [!NOTE]
>
> This page covers changes up to October 27, 2026.

## New

### Case workspace (beta)

Select **Open workspace** on a case to work on the whole case in one screen. The case tree on the left lists each person, their questionnaire sections and their documents. Hide it with ⌘B.

* **Documents** lists each file with its category, period, review and AI check. Files sit under the employer or school they come from, so you can see one employment letter per job. **By employer & school** and **Trash** (with **Restore**) are tabs of their own.
* **Review** opens a file in a wide viewer. **Accept and next** (key A) accepts it and opens the next file to review. **Request changes** writes to the client in the side panel, with the AI's suggested fix filled in.
* **Activity** shows emails, WhatsApp chats, calls, notes, IRCC letters, questionnaires, uploads, e-signatures and invoices in one feed. **History** lists every change on the case.
* **Autofill** shows the case's whole IRCC package in one place, with fill options you can change for this case.
* The right column holds Comments, AI Chat, History and To-do for whatever you have open. Drafting a letter uses the same AI Chat.
* **How to use**, or the **?** key, walks you through each task on the case itself without changing anything.

### Monitor Agent

Monitor reads your IRCC account every morning from the **Monitor** tab in the VisaFlo Autofill Extension. New letters are saved to the case's Files, and **Agents → Monitor Agent** lines up what needs a reply by deadline. Each linked case shows its **IRCC Status**, the deadline and when it was last read. Your GCKey sign-in is encrypted in your Chrome. [Monitor Agent](https://visaflo.ca/knowledge-base/knowledge-base/guide/monitor-agent.md) · [Set up Monitor in Chrome](https://visaflo.ca/knowledge-base/knowledge-base/extension/monitor-setup.md).

[Monitor Agent: never miss a letter from IRCC | VisaFlo](https://www.youtube-nocookie.com/embed/u5Qr-jhFG3E)

> [!NOTE]
>
> Monitor needs version 1.0.8 or later of the VisaFlo Autofill Extension. Chrome updates the extension automatically.

### Lead forms

* Show a question only when an earlier answer matches (**Show when**).
* Ask for files with **File upload** questions.
* Offer the form in several languages, with AI to fill in missing translations.
* Send a lead their own form link, so answers go onto that lead.
* Use a lead form as the booking questions for an event type.
* Start from the new **Free Assessment (Detailed, 4 Pages)** template.

[Custom lead form](https://visaflo.ca/knowledge-base/knowledge-base/leads/custom-lead-form.md).

[Lead forms in more than one language, and links tied to a lead | VisaFlo](https://www.youtube-nocookie.com/embed/_VEV_xhAo_I)

### Preview autofill before you fill

In the case workspace, select **Preview** on a questionnaire to see the IMM PDFs filled from the current answers, and fix values right there. [Auto-fill IMM forms](https://visaflo.ca/knowledge-base/knowledge-base/questionnaires/auto-fill-imm-forms.md).

### Merge files in full screen

**Merge** puts photos and PDFs in order and saves them as a new file, keeping the originals. **Photo book** pages hold photos with descriptions you can move. [Merge files](https://visaflo.ca/knowledge-base/knowledge-base/files/merge-files.md).

[How to merge and compress files | VisaFlo](https://www.youtube-nocookie.com/embed/hdAkdAPjCZI)

### Simpler team roles

**Members & Permissions** now uses three roles: Owner, Admin and Staff. [Invite a member](https://visaflo.ca/knowledge-base/knowledge-base/settings/inviting-a-member.md).

### Case notes with mentions

Mention a teammate with @ in a case note to notify them. [Internal notes](https://visaflo.ca/knowledge-base/knowledge-base/internal-notes/add-internal-notes.md).

### Punjabi

The dashboard and questionnaires are now available in Punjabi.

### Use of Representative for each person

When you create an agreement, choose an IMM 5476 for each person and send it for e-signature with the agreement.

[How to get your service agreement and Use of a Representative (IMM 5476) signed | VisaFlo](https://www.youtube-nocookie.com/embed/2AdEHXvCFJc)

### Saved views on Cases

On **Cases**, save the filters and columns you use as a view. Share a view with your firm, set one as your default, freeze columns, and add your own columns. Your own columns also show on the case page as **Custom fields**.

### Organization clients

Add an employer as an **Organization** client, or a recruiting agency as an **Agent**. Its point of contact's email can be the contact for many members who have no email of their own. **Clients** now has **Individuals**, **Organizations** and **Agents** tabs. Organizations and agents are on the Enterprise plan.

### Send case email from the right address

**Settings › Email** holds several company addresses. Choose which one sends case, lead or billing email, and pick **Sends from** on a case. While a domain waits for DNS records, share the records with whoever manages your domain. [Branded email address](https://visaflo.ca/knowledge-base/knowledge-base/settings/branded-email-address.md).

### Your own case types

**Settings › Templates › Case types** lists your case types and VisaFlo's. Start a new one from a VisaFlo case type, show or hide its sections and questions, add your own questions, edit its checklist and set its Case ID prefix. **Preview as client** shows the questionnaire the way your client sees it.

### AI Scanner on the questionnaire

On a case's questionnaire, or from **AI Scanner** in the workspace's questionnaire toolbar, the AI Scanner reads the files you pick in the background and shows a banner when answers are ready to review. It can also read files already on the case, and clients can use it on their own questionnaire. When a file can't be read, it says why and what to do. HEIC photos are accepted. [What the AI Scanner can extract](https://visaflo.ca/knowledge-base/knowledge-base/faq/what-the-ai-scanner-can-extract-and-how-to-use-it-safely.md).

### Lead Assessment

A lead's **Assessment** tab groups answers by the form's pages, lists unanswered questions on one line, and adds an AI summary and an Express Entry CRS calculator. In the form builder, flag answers that need a follow-up, and they show on the Assessment tab.

### New case types

* **Manitoba PNP - Skilled Worker (EOI and Application)**, with autofill on MPNP Online through the VisaFlo Autofill Extension.
* **Ontario PNP - Workforce Priority Stream (EOI and Application)**, questionnaire only.
* **Refugee Claim - Basis of Claim (BOC)**, which fills the IRB BOC form (RPD.02.01).

### Autofill Extension

* Choose which PR portal forms to autofill: Profiles, IMM 0008, IMM 5406, IMM 5669 and IMM 5562.
* **Scan** reads a PR portal case into a review PDF, as it already did for Express Entry.
* IRCC PDF forms from canada.ca open in VisaFlo's own viewer, where you can fill, validate and save them.
* Express Entry profiles reused after a declined ITA can be autofilled and scanned again.
* Monitor signs in to GCKey more reliably.

### Case files in your team's own drives

In **Integrations**, each cloud drive has a **File delivery** setting. Each staff member can connect their own drive from **My account** to receive the files of their cases.

## Improved

* **Settings › Plan** shows your plan and all plans on one page. [Manage subscription](https://visaflo.ca/knowledge-base/knowledge-base/settings/manage-subscription.md).
* Save a default message for e-signature requests, include the lead's form link in it, and send the request in the client's language.
* A staff-only **Remarks** field tells clients with the same name apart. Show it as a column on **Clients** and search by it.
* Paste a matter's **Clio Maildrop** address on a case, and client emails about the case are copied to Clio.
* **Add document** on a checklist is now a search, and you can reuse documents your firm wrote on other checklists.
* Work permit checklists include visa office documents for Morocco, Tunisia, Cameroon, Côte d'Ivoire, Senegal and Mauritius.
* A work permit extension can be marked as an HK Optional Open Work Permit, which adds IMM 5707.
* Progress %, section checks and document counts match on every screen.
* The client portal works better on a phone and shows optional documents openly. A view-only link can no longer upload.
* An individual client can be added or imported with a phone number instead of an email.
* Files the AI couldn't place show on the Files tab under **Not placed**, with a suggestion where to put them.
* Sponsor employment and address history accept "Present" for an ongoing job or current address. Autofill uses the day the PDF is made.
* Questionnaires warn when the total years of education doesn't match the years for each level.
* IMM 5406 relationships are dropdowns, with guidance for listing a sponsor's children as step-children.
* Per-question notes on questionnaires are now called **Comments**.
* Workflow tasks are listed in workflow order.
* Booking pages show open slots again after a calendar or Zoom integration was removed.
* Firm email sent from VisaFlo's address now gets replies at the firm.
* Several questionnaire answers that didn't reach IMM 5532, IMM 5562 and IMM 5444 now fill the PDF.
* Express Entry dependants are asked for Contact Details and Personal History from age 18.
* **Cancel request** stops a signature request you already sent.
* Sign-here tokens in Word templates place the sign areas for you.
* You can search templates when picking one.
* The firm gets the completed agreement and its certificate. Certificates record typed or uploaded firm signatures correctly.
* Set each checklist document to Required or Optional on a case, and upload straight onto a missing document.
* Documents show how many were uploaded and how many were accepted.
* Consultation settings are now grouped as **Event types**, **Availability**, **Booking page**, **After booking** and **Bookings**. An event type's link shows only that event type.
* While your branded email domain is pending, you can change its subdomain. If `mail.` is already in use, VisaFlo suggests a free one. [Branded email address](https://visaflo.ca/knowledge-base/knowledge-base/settings/branded-email-address.md).
* Express Entry questionnaires explain language test results and respect the portal's length limits.
* PR card and travel document autofill no longer sends empty travel rows that IRCC rejects.
* Invoices clear a stale Overdue status, and paid status updates when you edit the total.
* Autofill and uploads no longer create duplicate client folders in your cloud drive.
* Clients without a last name can have cases again.
* Add Case and integration connection tests show the real error.


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