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Mitratech Success Center

How can I get the attorney information to populate a form?

Open the process record and go to the Process Details tab.  Check that the attorney's name is selected in the Forms Preparer field in the Other Info section. If the Forms Preparer field is blank, click on the field and select the attorney from the pull-down list.  Open the Form, click the Refresh icon, and the attorney information should populate the form.

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