Generate the contract and save it. In the document list right click on the contract and select Send > docusign. The contract will upload into the InfoTrack signIT workspace where you will be able to drag and drop signatures, names, dates etc.
Yes, you can create default folders that will appear in different matter types.
You have to go to your Smokeball Home Screen Settings, then Matter Configuration, click Add New, select a Matter and Matter Type and click OK, click on the Default Document Folders tab, then click Add a Folder. Then, you will have to name and create your Folder or Folders if you wish to create more than one. Once you save the Folders that were created, the Folders will appear whenever you open a new matter under the Matter Type.
You can follow the steps below to combine multiple documents into a single pdf:
- Right click on a document
- Select "Create Multiple File PDF"
- Next, a pop up window will appear
- Name your combined document
- Select and move across the document you wish to combine using the left and right arrows in the middle
- You may rearrange the sequence of the documents selected by using the up and down arrows on the right
- Click "Ok" and the documents selected will be combined into a single PDF
- The combined PDF will appear in your matter's "All Files" section
Hover on the document and click on the star, the document will be copied and placed in the favourites tab so that it can be easily located.