Insert Electronic Signatures with Infotrack: DocuSign
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InfoTrack is an online search tool for conveyancers and law firms to purchase report services for legal processes. One of its features is accepting electronic signatures with SignIt. To use this ...
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InfoTrack Searches Integration
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Overview The InfoTrack Integration allows firms using the system to order property searches and identity verification checks directly through InfoTrack and automatically record the associated inf...
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Setting up BPAY Integration (AU Only)
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Overview This guide explains how to set up BPAY integration to allow clients to make payments via BPAY. When This Applies Use this setup if your firm wants to: Collect payments from clients ...
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Verify BPAY CRN Check Digit (MOD10V01)
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This guide helps you test the accuracy of BPAY Customer Reference Number (CRN) generation and validation using the MOD10V01 algorithm via the BPAY CRN Generator Tool. TABLE OF CONTENTS Overv...
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Setting up a Zoom account
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Overview Prior to using your Zoom integration, you will need to get an account set up with Zoom. Setting up a Zoom account The integration requires a minimum of 1 admin/owner account lev...
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FeeWise Integration Setup & Registration - User Guide
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Overview FeeWise is a legal-first payments technology company, owned and backed by the global leader in legal practice management software, the LEAP-InfoTrack group of companies. With over 30 ye...
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FeeWise Integration - Payments User Guide
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Overview FeeWise is a secure online payment platform designed specifically for law firms. It enables clients to make online payments quickly and safely, with funds automatically allocated to the ...
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Setting up DEFT Payment Systems
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Guide Overview TABLE OF CONTENTS Guide Overview Setting up DEFT Payment System Process for Issuing Documents with DEFT Payment System DEFT Payment Systems, developed by Macquarie Bank,...
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Enhanced Eve AI Assistant - User Guide
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Overview Eve is an AI-powered reporting assistant that allows users to ask financial and system-related questions using natural language. Eve helps users quickly access insights, generate report...
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Matter Access Messages (LEAP Integration)
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Overview When accessing a matter link from LEAP, there may be situations where the system cannot open the matter in Efimis. This can happen if: The matter does not exist, or The user does not ...
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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 be...
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FeeWise Integration Activation Guide for Support Teams
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Overview This guide explains how support teams or partners can activate FeeWise integration within Efimis. Follow the steps in order and ensure you have the required credentials before activating...
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