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Mitratech Success Center

How-To Navigate the Tools Page

Utilize the Tools page to edit module preferences, settings, reset passwords and more.

TIP & TRICK

TURN OFF SUMMARY PAGE VIEW

Rather than automatically seeing a summary page and selecting “edit” to view details, you can set your default view to see the details immediately upon selecting your Matter, People, Entity, or Invoice records.

summary view.JPG
Summary.JPG