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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 preview a questionnaire before sending it to my client?

1.From the Process record, go to All Questionnaires.



2. Click New Invitation.


3. Select the questionnaire then click Next.


4. Uncheck the box Send Notification, then click Send.


5.  This creates the questionnaire without sending a notification to your client.
6.  Open the questionnaire and delete it when you are finished.