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.

 

PolicyHub Workflow - Part 2 of 4: Defining Document Ownership with Categories

Overview of Categories - 0:01

Capture C1.PNG

Create a New Category - 1:04

Capture C2.PNG

Edit a Category - 3:57

Capture C3.PNG

Delete a Category - 4:30

Capture C4.PNG

Workflow Video Series - 5:01

Capture C5.PNG

Client Success Center - 5:13

Capture C6.PNG
Categories define policy ownership, control which Workflows are allowed for a set of policies, and are a key component in streamlining the policy editing, review and approval process.

 

  • Was this article helpful?