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Asteco Manager
Document Checklist
No file loaded
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Client
File #
Application
—
Retainer #
Prepared By
Family / Group Members
No additional members added
Supporting Parties
No supporting parties added
# Document Member Status Notes
Select a program to begin
Choose the application type above to load the document checklist.
Asteco
Asteco Immigration Consulting Limited
+1 (844) 727-8326  |  contact@astecocanada.com
www.astecocanada.com
Document Checklist
Important Instructions

1.  All documents not in English or French must be translated by a certified translator before submission.
2.  Please professionally colour scan all documents and email them to us.
3.  There may be additional documents required not listed here. Our team will review and advise you accordingly.

# Document Required Status Notes for You
Please provide professionally colour scanned copies. Contact us with any questions.
Generated:
Client Files
All clients across LOD, Pricing and College Advisor
▾ Client Info
--
File: -- · ·
0 applications · 0 notes · No activity yet
Members
None added
Supporting
None added
▾ Applications
▾ Notes

New Client

Add the essentials. Members, supporting parties, and applications get added from the profile.
Auto-assigned on save

Add Member

New Application

Shared across the principal applicant and every family member added below.
Applicants
Tick a family member to include them in this application and pick their application type. Add family members on the client profile if they don't appear here.
Firm Details (shown on client documents)
Your Profile
Change Password
Team Members

Add staff logins. Admin sees all tabs. Staff sees Checklist and Clients only.

Add New User
Access Log

Every login attempt is recorded — who, when, from where, and whether it succeeded.

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Employment Document List

Edit the master list shown when clicking Add Employment. On = checked by default.

Document NameOn
Education Document List

Edit the master list shown when clicking Add Education.

Document NameOn
Proof of Funds Document List

Edit the master list shown when clicking Add Proof of Funds. On = checked by default.

Document NameOn
Relationship Evidence Document List

Edit the master list shown when clicking Add Relationship Evidence. On = checked by default.

Document NameOn
Master program library — add/edit programs and their document checklists.
Programs
Select a program to view its documents
New Program
Master Document Library
Master library of documents that programs draw from.
Categories
📚
Select a category to view documents
Pricing Settings

Pricing-specific settings will appear here in a future update.

College Advisor Settings

College Advisor settings will appear here in a future update.

Retainer Settings

Retainer defaults will appear here in a future update.

Milestone Library
Global templates available when building any retainer. Edits never affect already-saved agreements.
Add a Template
Existing Templates
TOC Item Library
Shared list of document names used when staff build cover pages. Strictly separate from the LOD Document Library.
Cover Page Templates
Attached to each program. New programs automatically appear here.

New Cover Page Template

Header Fields
Default Document List
Optional starter list. Staff can add, remove, or override these when generating.
Full Backup

Export a single JSON file containing every setting, every module's data, and every client record. Import the same file on any instance to restore an identical state.

Heads up: Importing a backup overwrites everything — clients, applications, retainers, programs, the document library, users, and settings. You'll be asked to confirm.

Open Program List

Pick a client and one of their applications. Existing programs load; otherwise you start with an empty list.

Open Checklist

Pick a client and one of their applications. If a checklist already exists it'll load; otherwise you'll start fresh.

Add Supporting Party

Supporting parties provide documents in support of the application but are not members of it.

Add Family / Group Member

Common documents will be added for this member automatically.

Add Employment

Add Education

Proof of Funds

Manage Documents

Add applicant-specific documents grouped by category. Each section sets the member it applies to.

Relationship Evidence

Add a Document

Pick from the master Document Library, or type any name to add a custom document for this checklist only.

Admin Access

Enter your PIN to continue

Delete?

New Candidate

Delete client file?

College Advisor
No file loaded
▾
🎓
College Advisor
Select a client and application above to view or add college programs.
Retainer Agreement
New agreement
▾
Agreement Details
Client Selection
Full Legal Name: —
Date of Birth: —
Passport Number: —
Phone: —
Residential Address: —
Email: —
Principal Application: —
Family Members to Include
Select a client to see members.
Scope of Services
Auto-generated from selections
—
Fees
Net FeesCAD $0.00
TaxCAD $0.00
Total PayableCAD $0.00
Payment Milestones
No milestones yet.

Add Milestone

Pick from the library, or enter a custom milestone below.
Custom Milestone
Cover Page
Recently Generated
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New Cover Page
Header (locked — edit on client profile)
Table of Contents
Funds Summary
Live Preview

Pick from TOC Item Library

Exchange Rates

Enter the rate to convert each non-CAD currency into CAD. Used to auto-fill the CAD equivalent column.

Move Sub-item

You dragged a sub-item out of its group. What would you like to do?
Asteco
Asteco Immigration Consulting Limited
Select a module to continue
👥
Clients
LOD Manager
Client checklists, document tracking & status management
Pricing Portal
Generate professional quotes with tiered pricing & discounts
College Advisor
College program options, intakes & admissions planning
Retainer Agreements
Generate and manage signed service agreements for clients
Cover Page
Build professional cover pages with auto-paged tables of contents
Asteco
Asteco Manager
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