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.

 

How can I get our attorney’s information and our client’s mailing address to populate the G-28?

  1. Last updated
  2. Save as PDF
1.Find the attorney’s user account and edit it. ****

clipboard_e00af54db58161e8a6e96dd6fcd93a04d.png

clipboard_e7e657b9a870ea2dff66d9cf77197d698.png

2.Verify that that the Forms Preparer box is checked.  This makes the attorney’s name appear in the Forms Preparer dropdown in the process record.  Check that all information needed is entered then click Save to go to the next page and click Complete.

clipboard_e07f4431fec19a8847a6de67460ec331f.png

3. Open the process record and go to the process Profile page.

clipboard_e5d33826e83009e447bbb0fbfb8647e3f.png

clipboard_e20037f019615aa9ab0993b6884eb8b10.png

4. In the “OTHER INFO” section, select the appropriate values for the following fields:

a. Petitioner

b. Signatory

c. Forms Preparer

clipboard_e98d76e0bc276610417aa57f4fc55f856.png

5. Go to the Forms page and open the G-28 form.

clipboard_e2c8175bae8310920c04d30207099de32.png

6. Click the gear icon for the FORM PREP screen.  Select the appropriate value in the Client’s Mailing Address field then click Submit.

clipboard_e7aa4dc8eba4b245c546c08cb7fbcedac.png

7. Click the Refresh icon to populate the Attorney information, then click the Save icon.

clipboard_e8665daf8742a54150bee66e7819580fd.png

**** If you do not have this option, contact your designated Super User or Tracker Support.

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    This page has no tags.