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Mitratech Success Center

INSZoom - Add Forms to a Case

This article will guide you on how to add forms to a case

Add Forms to a Case

In the Case Info page, scroll to Document Assembly in the sub-menu.

Click Forms

Search the Form in the Search Box.

Click on "Add" button

Once it's added, Click on Form Number to open the Form.

Update the Beneficiary, Sponsor and Attorney Information

Click Save.

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