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.

 

How to change org terms for corporate/client/case to Client/applicant and matter?

  1. Last updated
  2. Save as PDF
This article will guide you on how to change org terms.

How do I change org terms for corporate/client/case to Client/applicant and matter?

Follow the below steps to change the Org Terms:

  1. Navigate 'Setup' (left menu) and click 'Settings'.
  2. Go to 'Advanced Settings and search “Org Terms” in the search box.
  3. Click 'Org Terms'.
  4. Click 'Edit' and update the info.
  5. Click 'Save'.

clipboard_e235b0258b458ed1390280dee0322baf5.png

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    1. change org terms
    2. INSZoom
    3. org terms