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Mitratech Success Center

Review Individual Record

You can review and edit an individual record on the hold recipient list by clicking the calendar event icon in the Active Recipients List on the Hold Actions page.

Enter the desired information by typing into the appropriate text boxes. Use the checkbox radio box to add the individual to a non-email delivery service for notifications.

Click Save Record to confirm any changes.

Click Remove from Record to remove the individual from the matter record.

Review Individual Record

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