Search
- Filter Results
- Location
- Classification
- Include attachments
- https://success.mitratech.com/Lawtrac/Lawtrac_Solutions/Lawtrac_eBilling/Changing_a_Law_Firm_AdministratorTo change the firm administrator, you must do so through the Law Firm module. Follow the steps mentioned in this article.
- https://success.mitratech.com/Collaborati/Administrator_Help/Admin_and_SettingsThis page hosts admin and settings content.
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/How_to_set_Actions_with_automatic_due_dateGoal - To use the Action Priority under Business Rules to set automatic due dates
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/CMO_-_How_to_Add_the_Superior_to_a_User.Goal - To assist in setting up the Superior user to a User in the System This article provides the steps to select one or more Active users in the system to become Superior to a User. From the list of...Goal - To assist in setting up the Superior user to a User in the System This article provides the steps to select one or more Active users in the system to become Superior to a User. From the list of Available users, Go to User to which you need to add a Superior user. In the 'Change Superiors' window, select a particular 'Org Unit' from the list to sort the list of the Available users associated with that Org unit OR select 'All Org Units' to show all Active users in the system.
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/How_to_reset_a_users_passwordHow to reset a users password You will learn how to reset a users password on your CMO site.
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/Configuring_A_Standard_Report_Against_A_FormBelow are the steps for configuring a Standard Report against a Form Template.
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/Configuring_Custom_EmailsCreating and configuring custom emails with an emphasis on defining out-of-the-box, site terminology involved in the process.
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/How_to_Delete_a_FormHow to Delete a Form After completing this how-to you will be able to delete Forms on your Live Site. Begin by navigating to the Admin Module and then selecting the Events Tab on the left side of the ...How to Delete a Form After completing this how-to you will be able to delete Forms on your Live Site. Begin by navigating to the Admin Module and then selecting the Events Tab on the left side of the page. Continue by selecting the cog wheel icon next to the Form you wish to delete. Then select the 'Delete' button from the drop-down menu. Confirm you wish to delete the Form Lastly, select 'Yes' on the confirmation screen to proceed to delete the Form.
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/How_to_import_finding_categoriesThis will teach you how to import multiple finding categories at once saving on time and provide a template that can be used. Select the 'Choose File' button, locate your Excel data sheet and open it,...This will teach you how to import multiple finding categories at once saving on time and provide a template that can be used. Select the 'Choose File' button, locate your Excel data sheet and open it, once loaded, select the option 'Stop import on any error'. This will then allow you to map the columns from the sheet to the fields within CMO as seen below; Once you have completed your mappings, you select the 'import' button and once successful you select 'close' to close the window.
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/Add%2C_Edit%2C_Remove_a_Job_TitleThis article outlines how to create, edit, and remove a Job Title for a user. Add Job Title Begin by going to the Users tab under the Admin module Edit Job Title Enter the Job Title Name and Review Fr...This article outlines how to create, edit, and remove a Job Title for a user. Add Job Title Begin by going to the Users tab under the Admin module Edit Job Title Enter the Job Title Name and Review Frequency (optional) Remove Job Title Click on Job Titles Click on the Cog Wheel of the Job Title Assign Job Title to User Click on the Cog Wheel of a User By Job Title, select the necessary Job Title (NOTE you can add multiple job titles by clicking on the green plus sign)
- https://success.mitratech.com/CMOCompliance/CMO_Solutions/Admin/How_to_setup_the_Default_Source_of_a_Response_Type_of_a_form_such_that_it_retrieves_data_from_a_Response_Type_of_another_referenced_formGoal - To assist the user in setting up the default source of the Response Type of a question in a form such that it shows or retrieves the data that has been entered by the user in the Response Type ...Goal - To assist the user in setting up the default source of the Response Type of a question in a form such that it shows or retrieves the data that has been entered by the user in the Response Type of a different referenced form. As a result shown below on creating the event, The Response Type (for which the Default source is setup) is automatically added with the information that has been added for the source.