Insert Electronic Signatures with InfoTrack: SignIT

InfoTrack provides a range of features and services that simplify the work of lawyers and conveyancers. One of InfoTrack’s features is accepting electronic signatures with SignIT, which is powered by DocuSign.

To use this feature, you need to activate InfoTrack. Electronic signatures through InfoTrack are discounted to £2.40 per signature for Smokeball clients.

Here’s how to create electronic signatures with InfoTrack using SignIT:

1. Generate a form or letter in Smokeball.
2. Select the area on the document where the electronic signature will be, then select the Sign button on the Smokeball toolbar and select Add Signature.
   
3. Insert a Signature field by selecting the appropriate option. Once you click on it, a field will be inserted into the document. 
   
   • Hold down Alt-F9 to view fields that are signed. You can also enable Field Shading in Word to show the field where the signature will be.
     
4. Click back on Sign, review/edit signatures and send to sign to complete.
   
5. InfoTrack SignIT will open in a web browser, where you can add signers and viewers. Once you are ready to send the document, select Finish & send on the top-right corner of the screen.
   
    

Tracking the status of an electronic signature

You can track the signature of the document through InfoTrack at any time and see all InfoTrack orders for a matter on the InfoTrack tab. 

The client will receive the following emails from InfoTrack:

• The client will receive a reminder on day 3, then every 2 days for 30 days by email until they sign the document.
• Both parties will receive a confirmation when the signature is complete and a copy of the signed document.

Double-click the entry in the InfoTrack tab of the matter to see status updates and/or cancel the signature request.

The completed document will be stored in the documents section of a matter.

Here is what the signature through InfoTrack will look like on a document:

Good to Know

• Multiple parties can sign the same document. If/Then/Else statements can be set up to generate the option for additional parties to sign.
• Fee Summary will generate a printable report of all InfoTrack fees generated for a specific matter.