InfoTrack Customer Support

Ordering electronic signatures from within your case management software

How to place a SignIT order

How to create a SignIT template

Making changes to an existing SignIT order

How to edit and resend a SignIT order

Cancelling a SignIT order after sending it for signature

How to cancel a SignIT order

Learn the benefits of using InfoTrack's integrated eSignature solution

What is SignIT?

How to place a SignIT order (Clio Manage/iManage/ MyCase/NetDocuments users)

Marking up and distributing documents for signature via SignIT

Electronic signatures

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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