Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

INSZoom - Add Forms to a Case

  1. Last updated
  2. Save as PDF
This article will guide you on how to add forms to a case

Add Forms to a Case

  1. In the Case Info page, scroll to 'Document Assembly' in the sub-menu and click 'Forms'.

clipboard_e6586470d64d75dd657aa5d86c75f5f81.png

  1. Search the Form in the Search Box.
  2. Click on 'Add' button.

clipboard_e852ba384fc89774a58e40b1fff8c34eb.png

  1. Once it's added, click on the Form Number to open the Form.
  2. Update the Applicant, Sponsor, Preparer, and Attorney information.

clipboard_e0fe747443274fbc463184a74caf6a3dc.png

  1. Click 'Save'.
  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    1. add
    2. Case
    3. forms
    4. Inszoom
    5. matter