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Question

Docusign Account Needed for Infotrack?

  • May 6, 2026
  • 2 replies
  • 21 views

bburns

We currently have a contract with DocuSign and it is coming up for renewal at the end of the month.  We are new to Smokeball and I understand that InfoTrack:DocuSign is available.  I have reviewed a lot of the information but am unclear as to whether we need to maintain our DocuSign contract to use with InfoTrack/Smokeball or if DocuSign is part of Infotrack and available when we create the free account with InfoTrack.

Can someone fill me in on this detail please?  Thank you!

2 replies

Fonteneau
  • Contributor
  • May 6, 2026

No.  You can use infotrack without Docusign, but you would not have the full functionality for templating from docusign and you do not have the ability to send directly from word.  You would need to save it to the matter and then start the signature from there.


bburns
  • Author
  • Contributor
  • May 6, 2026

Thank you!