Skip to main content
Mitratech Success Center

Alignment Tool

Align individual members on a predefined matter team to open and closed records with the options in the Alignment Tool.

You can align individual members on a predefined matter team to open and closed records with the options in the Alignment Tool

  1. In the Predefined Matter Teams page, click the name of a team or the calendar event icon, and then select the alignment tool button button at the bottom.
  2. Use the radio buttons radio button to select to which records all team members are to be aligned. You can align the group to all open records, all closed records, or both, but cannot align a team to a specific, individual matter.
  3. Click Run Alignment. You are given confirmation that the alignment is completed, and for which matter number it is aligned.Run Alignment
  • Was this article helpful?