InfoTrack: Electronic Signatures with DocuSign

 

InfoTrack: Electronic Signatures with DocuSign 

InfoTrack is an online search tool that specializes in connecting law firms with report services they need to purchase, use, or subscribe to throughout the legal process. One of the easiest features to use is accepting electronic signatures with DocuSign.

You'll be able to add the option for an electronic signature when creating a document in Microsoft Word. Note: Electronic signatures through InfoTrack are discounted to $5 per signature for Smokeball clients.

You will need to Activate InfoTrack to utilize these features.

 How to Create Electronic Signatures with InfoTrack: DocuSign

1. Generate a form or letter using Smokeball's form/letter library. Note: Before sending the document for the client to sign, make sure all required changes and updates are made to the document

docusign_create_a_document.png

2. Add a signature to the document

  • (1) Select the area on the document where the electronic signature will be
  • (2) On the Smokeball toolbar on the top left, select the arrow under Sign --> and click Add a Signature

docusign_add_signature.png

3. Insert a Signature field by clicking on the appropriate option. Once you click it, a field will be inserted into the document. Note: Click 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.

docusign_Insert_a_Signature_Field.png

4. Click back on "Sign," (1) Review/Edit signatures, and (2) "Send to Client" to complete 

docusign_send_to_sign.png

5. InfoTrack SignIT will open in a web browser and show as pending

docusign_pending_signature.png

6. 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. Double click the entry to see status updates

docusign_in_infotrack_tab.png

7. The Client will receive an email from you on behalf of InfoTrack. They can easily click on the email to sign electronically.

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

8. The completed document will be stored in the "docuements & emails" section of a matter. Here is what the signature through InfoTrack will look like on a document.

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Did you know...

  • You can also track the status of signatures as well as all other orders in InfoTrack
  • Click Alt-F9 to view fields that are signed
  • Multiple parties can sign the same document. If/Then/Else statements can be set up to generate the option for additional parties to sign
  • You can cancel a request
  • Fee Summary will generate a printable report of all InfoTrack fees generated for a specific matter

docusign_fee_summary.png

 

 

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