Setting up the integration with NetDocuments

Connecting your NetDocuments and InfoTrack accounts to get started

Once you have created your InfoTrack account, you will need to get it connected to NetDocuments.

Step 1: Log into InfoTrack and click the “Connect to NetDocuments” button at the top of the home screen.

Step 2: You will be asked to log in to NetDocuments if you're not already. Once you’re logged in, click the “Allow” button on the authorization screen. 

Step 3: Select a NetDocuments matter from the drop-down menu in the top toolbar on the InfoTrack home screen.

Now you are ready to begin using InfoTrack integrated with NetDocuments. 

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