InfoTrack provides integrated litigation services, specializing in connecting law firms with the tools they need to streamline workflow throughout the life of a case.
One of the most popular features is electronic signatures with DocuSign. InfoTrack gives you the opportunity to utilize DocuSign functionality without having to pay a monthly subscription. In addition, all expenses for services ordered go directly back onto your matter so you don’t have to worry about manually capturing the cost.
How to Create Electronic Signatures with InfoTrack: DocuSign
- Once you have generated your Form or Template and it is saved in Smokeball, select Litigation Services > Home from the InfoTrack tab.
- The InfoTrack homepage will open in your web browser.
- Select SignIT on the InfoTrack homepage. SignIT is InfoTrack's feature for electronic signatures with DocuSign.
- Follow step by step through the prompts.
- Select Browse or use drag and drop to upload a file from the matter.
- Select Proceed to setup in the pop-up window to preview the document in another browser tab.
- Select Add Signer and choose the appropriate contact. Verify the signer details and then select confirm.
- Multiple signers can be added to the document and the document will be able to route to multiple contacts.
- You can also choose to add a new signer.
- The total cost for the file will be displayed for reference.
- The document will be converted to a PDF in InfoTrack to add fields for electronic signature with Docusign.
- Drag and drop any field into your document.
- Select Finish & Send to send the form. You will receive a notification if the action is successful.
- Once the document is sent, you can:
- Edit signer details, re-send the document, or remove the document.
- Manage reminders for signing the document.
- Cancel the order (at any time prior to signature).
- You will receive an email when the document is signed.
- You can track the signature request or any InfoTrack service and fees associated with a Matter in Smokeball.
- Double click any item to open InfoTrack and get the latest detailed updates.
FAQ
Q: I cannot see the InfoTrack tab on my matter. What should I do?
A: Verify that InfoTrack has been enabled in Smokeball Settings and set up. If you have correctly set up InfoTrack, and the tab is still missing, reach out to our support team for additional assistance.