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:-Customizing Docs Checklist and Reminders/Steps in a Petition Template

  1. Last updated
  2. Save as PDF
This article will guide you on how to customizing Docs Checklist and Reminders/Steps in a Petition Template

Customizing Docs Checklist and Reminders/Steps in a Petition Template

You may realize that your firm would like to customize a template in the Knowledge Base.

  1. Navigate to 'Setup' and click 'Knowledge Base'.
  2. Select the petition you want to modify.
  3. From here, select 'Docs Checklist' from the left-hand menu. You can then select the drop-down to perform several different functions: add documents, copy documents from other petitions, link documents, unlink documents.
  4. Additionally, you can remove documents by clicking the trash icon or edit the document by clicking on the pencil icon.
  5. The same can be done for the petitions 'Reminders/Steps'.