InfoTrack provides integrated litigation services, specializing in connecting law firms with the tools they need to streamline workflow throughout the life of a case.
Through InfoTrack, Smokeball gives you the opportunity to utilize DocuSign functionality without having to pay a monthly subscription. DocuSign is great for advanced document signing functionality. 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. Â
Refer to the InfoTrack Pricing Page for the latest pricing information.
PLEASE NOTE: This support article covers using DocuSign by InfoTrack. If you're looking to use InfoSign by InfoTrack instead, click here for instructions. For reference, a summary of InfoSign vs.DocuSign (both from InfoTrack) is included at the bottom of this article.
Add an eSignature to a document
Adding a DocuSign eSignature in Desktop (Grow/Prosper+)
IMPORTANT: You must have the InfoTrack integration enabled for the eSignature feature to work.
- Open a matter in the Smokeball desktop app.
- Right-click on the document you need to sign.
- Select eSign.
- A tab will open in your web browser. Choose DocuSign.
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Note:Â The bottom section of this article provides comparison information on DocuSign vs. InfoSign.
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Note:Â The bottom section of this article provides comparison information on DocuSign vs. InfoSign.
- Select Confirm.
- Use the Add signer dropdown menu to select the signature you wish to add.Â
- 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.Â
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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:Â
- 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).Â
- You will receive an email when the document is signed.
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- You can track the signature request or any InfoTrack service and fees associated with a Matter in Smokeball.Â
- 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.Â
Q:Â What are pre-tagged document templates and witnesses?Â
A:Â Pre-tagged document templates are documents that have the signature fields pre-populated. Witnesses allow you to add an eSignature and act as a witness.
Q:Â When a signature is signed, how will I be notified?Â
A: You will receive an email notification. You can also add the InfoTrack Order Status widget to your Smokeball dashboard to view notifications from within Smokeball.Â
Learn more about dashboard widgets in Smokeball.Â
Adding a DocuSign eSignature in Web (Boost)
- Open a matter in Smokeball Boost and navigate to the Documents section.
- Click on the 3 horizontal dots to the right of the needed document.
- Choose "Send for eSignature"
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A tab will open in your web browser. Choose DocuSign.
Note:Â The bottom section of this article provides comparison information on DocuSign vs. InfoSign.
- Select Confirm.
- Use the Add signer dropdown menu to select the signature you wish to add.Â
- 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.Â
-
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:Â
- 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).Â
- You will receive an email when the document is signed.
FAQ
Q:Â What are pre-tagged document templates and witnesses?Â
A:Â Pre-tagged document templates are documents that have the signature fields pre-populated. Witnesses allow you to add an eSignature and act as a witness.
Q:Â When a signature is signed, how will I be notified?Â
A:Â You will receive an email notification. Boost users also have access to an exclusive E-Sign tab within their dashboard (image below)
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Differences between InfoSign and DocuSign
InfoSign shines with tasks like engagement letters and similar client correspondence. DocuSign is better suited for complex contracts. We advise using InfoSign for "everyday" documents and using DocuSign for court documents.Â
Grow/Prosper+ users will have access to an unlimited number of InfoSign signatures for free. DocuSign, however, requires $5 per signature.Â
From a more technical point of view, DocuSign has an x509 certificate to protect a signed document from being tampered with, whereas InfoSign provides an audit trail.Â