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InfoTrack Integration Activation Guide for Support Teams

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Overview

This guide explains how support teams or partners can activate Efimis Documents and InfoTrack within the system. Follow the steps in order and ensure you have the required credentials before activating.


The InfoTrack integration requires two components to be enabled before activation can be completed:

  • Efimis Documents
  • InfoTrack

Both areas must be switched on and correctly configured for the integration to function as expected.

If either component is not enabled, InfoTrack will not activate properly.

Accessing Integration Settings

  1. Go to Settings.
  2. Select Firm Settings.
  3. Open the Integrations menu.


All integration activation steps must be completed from the Integrations section. Ensure you have the correct client details before enabling any service.

Activating Efimis Documents

  1. Locate Efimis Documents in the integrations list.
  2. Switch the toggle to the right to enable it.
  3. Click the cog wheel to the right of the toggle to open configuration.
  4. From the drop‑down menu, select the appropriate storage option
  5. Click Save to apply.
The integration will not function correctly until a storage option is selected and saved.

Activating InfoTrack

  1. In the integrations list, find InfoTrack.
  2. Switch the toggle to the right to enable activation.
  3. Click the cog wheel to open the InfoTrack configuration panel.
  4. Enter the client’s InfoTrack username and password exactly as supplied by InfoTrack.
  5. Click Activate to complete setup.

Before activating, you must have the client's InfoTrack credentials. This requirement is clearly stated in the InfoTrack Searches Integration Guide, and activation cannot proceed without these credentials.

Final Checks

  • Ensure both toggles (Efimis Documents and InfoTrack) are switched on.
  • Confirm the correct credentials are entered for InfoTrack.
  • Verify the storage option was selected and saved for Efimis Documents.