Welcome to Suite!

Mitratech solutions are designed exclusively for Corporate Legal departments. All our products are based on proven best practices and close collaboration with our clients. Mitratech offers the only fully integrated solution for the General Counsel and Corporate Secretary, providing clients with one vendor, one database, and one reliable source of support.

Before You Begin

Below are the suggested steps to take before beginning to use the Suite:

• Make sure you understand your organization’s procedures and requirements for entering data into Suite. Consistency in data entry among users is an essential element to making Suite work best for your organization. It is recommended that you review Understanding Naming Conventions and Field Types before proceeding. If these guidelines are unclear, speak with your Mitratech implementation partner or the Suite project manager within your company. For other useful conventions, see “Using this Guide” below.

• Change your password from that assigned to you by the System Administrator during your first session. The System Administrator sets up all Suite users with a login ID and password. If you do not know your login ID and password, contact the System Administrator or project manager within your company.

• Understand your user access rights. Suite uses view profiles and security attributes profiles to assign access rights. The System Administrator sets up all Mitratech users, view profiles, and security attributes. Determine whether you have access to all areas or only to certain modules.

• Many of the customizations available in Suite are set by the System Administrator. The System Administrator also determines the system settings that will be available to users.

Using this Guide

• A bold font designates a button name, menu, page, dialog box, or tab within Secretariat.

• An italic font designates a menu command, checkbox, option, or widget.

• File paths and directories are formatted like this. For example: c:\My Documents.

• Text that appears in italic within angled brackets (such as <Server>) is called a placeholder representing information you must supply.

• The names of pages, dialog boxes, and menu options are capitalized when they appear in text. Additionally, the word “tab” is often used to denote an area (a panel) within a module. In these instances, the word will be capitalized as well, as in the Base Info tab.

• References to keys on the keyboard are indicated in brackets, such as <CTRL>.

• The  is used for indicating information of particular importance to the section or area of Suite.

• The  is used for warnings or important notes for the section or area of Suite.

• The  symbol marks features that are premium and may require a separate installation and/or a registration key code.

• “Understanding Naming Conventions/Field Types” on page 32 provides a list and basic explanation of the components you will encounter within Suite.