Getting started with InfoTrack and NetDocuments
All users will need an InfoTrack login. Check out the article How to add and edit users on your account for details.
Once logged into InfoTrack, you should see the NetDocuments integration bar at the top of your screen. If you are not connected to NetDocuments, you will be alerted via pop-up notification. Click Connect to NetDocuments to continue.
The next screen will ask you to authorize the connection between InfoTrack and your NetDocuments account. Click Allow to continue.
Placing an order from within InfoTrack
Once you have connected your InfoTrack and NetDocuments accounts, you can begin placing orders, starting from within your InfoTrack account.
From the Orders screen, click the name of the NetDocuments matter from which you would like to place your order.
If InfoTrack is successfully connected to your matter, you will then see your matter in the center of the integration bar at the top of the Matter view.
Filing and serving from within InfoTrack
To begin placing a filing, serving, or eSignature order, select from the available action buttons at the top of the screen.
Later in your order workflow, documents from the matter selected in NetDocuments will appear in the file uploader.
Accessing returned documents
Once the order has been placed, conformed copies will return to the matter in a Returned from InfoTrack folder.
Open the returned copy in the matter and assign an Author and Document Type before previewing.
