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Knowledge BaseInfoTrack - eSignature via SignIT
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InfoTrack - eSignature via SignIT

  • Jun 23, 2026
  • Knowledge

How To
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SignIT, InfoTrack's eSignature Solution, lets you send documents for electronic signing directly from a LEAP matter. Once signed, the documents are automatically saved back into LEAP, helping you keep everything organized and allowing you to make further edits if required. 

  • Desktop
  • Web

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Right-click the required document and select Send for eSignature.

     
    Click to edit heading

    InfoTrack SignIT authenticates using SSO and will open in a new window.

     
    Click to edit heading

    SignIT can also be accessed by clicking the InfoTrack Services button in the Details & Correspondence ribbon and selecting “Electronic signatures (SignIT)" from the Quick Actions menu.

  4. Select signing provider - choose whether to send the document via InfoSign or DocuSign. You may choose to designate either option as the default for future orders.

     
    Click to edit heading

    When using DocuSign as the signing provider, the cost is managed by InfoTrack and recorded as an Expense Recovery on your LEAP matter.

  5. Add any Signers to the document.

  6. Drag and drop any of the required document fields on the left to your document and place them where needed.

  7. Click Finish & Send.

    You will receive a confirmation via email and SMS if selected.

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Right-click the required document and select InfoTrack Litigation Services > Send for eSignature.

    InfoTrack SignIT will open in a new window.

     
    Click to edit heading

    SignIT can also be accessed by clicking the InfoTrack > Services button from the LEAP Ribbon and selecting “Electronic signatures (SignIT)" from the Quick Actions menu.

  4. Select signing provider - choose whether to send the document via InfoSign or DocuSign. You may choose to designate either option as the default for future orders.

     
    Click to edit heading

    When using DocuSign as the signing provider, the cost is managed by InfoTrack and recorded as an Expense Recovery on your LEAP matter.

  5. Add any Signers to the document.

  6. Drag and drop any of the required document fields on the left to your document and place them where needed.

  7. Click Finish & Send.

    You will receive a confirmation via email and SMS if selected.

Sending Multiple Documents Using SignIT

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click the InfoTrack Services.

     
    Click to edit heading

    InfoTrack SignIT authenticates using SSO and will open in a new window.

  4. Select “Electronic signatures (SignIT)" from the Quick Actions menu.

  5. Click the Browse files button to select files from the Matter.

     
    Click to edit heading

    Click the Browse computer button if you want to select files from your computer and file explorer will open in a new window.

  6. Select all the documents you wish to include in the request.

    Click Upload.

  7. Confirm envelope documents. You can adjust the sequence of the listed documents by clicking and dragging them.

    To add additional documents, click Upload files.

  8. Click Proceed to setup.

  9. Select signing provider - choose whether to send the document via InfoSign or DocuSign. You may choose to designate either option as the default for future orders.

     
    Click to edit heading

    When using DocuSign as the signing provider, the cost is managed by InfoTrack and recorded as an Expense Recovery on your LEAP matter.

  10. Add any Signers to the document.

  11. Drag and drop any of the required document fields on the left to your document and place them where needed.

  12. Click Finish & Send.

    You will receive a confirmation via email and SMS if selected.

 
Click to edit heading

If you need assistance, please Contact InfoTrack.

Last Modified Date
6/23/2026 1:24 AM
Title
InfoTrack - eSignature via SignIT
URL Name
InfoTrack-SignIT-US

Resolution
Exclusive Integrations
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InfoTrack - eSignature via SignIT