Suite Administrator Guides
This section provides configuration, integration, and administration guides for Suite administrators.
- Suite Manager Administrator Guide
- Suite Manager manages Secretariat and eCounsel, the applications that make up Suite. Through Suite Manager, you will manage user IDs, establish security protocol, configure, and customize to meet your company’s needs.
- Introduction
- Getting Started
- Modules and Tabs
- User Fields
- Types
- Type Profiles
- View Profiles
- Home Page Templates
- New Matter Wizard
- Lookups
- Phases and Tasks
- Widgets
- System Settings
- Users/Groups
- Authentication
- Security Settings
- Security Attribute Profiles
- WorldView Sites
- Logical Groups
- Dynamic Filters
- Rules Engine
- Lobby
- Scheduler
- Template Import
- Diagnostics
- Glossary
- Troubleshooting
- Mitratech Office Link Administrator Guide
- Mitratech Office Link allows you to easily manage legal matters, entities, and invoices through Microsoft Outlook or Office (Word, Excel, and PowerPoint). This guide provides instructions for installing, configuring, and troubleshooting the add-ins. For information on working with documents, invoices, and calendars through Mitratech Office Link, see the Mitratech Office Link User’s Guide.
- Mitratech Document Vault Administrator's Guide
- This Administrator's Guide covers functions that are unique to administrators of a Document Vault implementation. Many of these Vault Admin functions require installation and configuration of the M-Files Admin Tool on a local desktop machine. Other functions are available within the M-Files Client but are only allowed with certain levels of rights.
- Update Manager Guides
- The Update Manager guides allow a system administrator to install and use the Update Manager application to install update releases and service packs for eCounsel and Secretariat.
- Suite Manager Web Administrator Guide
- Suite Manager manages Secretariat and eCounsel, the applications that make up Suite. Through Suite Manager, you will manage user IDs, establish security protocol, configure, and customize to meet your company’s needs.
- Introduction
- Getting Started
- Modules and Tabs
- User Fields
- Types
- Type Profiles
- View Profiles
- Home Page Templates
- New Matter Wizard
- Lookups
- Phases and Tasks
- Widgets
- System Settings
- Users/Groups
- Authentication
- Security Settings
- Security Attribute Profiles
- WorldView Sites
- Logical Groups
- Dynamic Filters
- Rules Engine
- Lobby
- Scheduler
- Template Import
- Diagnostics
- Glossary
- Troubleshooting