MatterX

From the Administrator Role Center, navigate to Administration > Configurations > Company. Setup



From the Company Setup page, select InfoTrack Setup.



From the InfoTrack Setup Page, complete the form.

1. User

• User Name – provided by InfoTrack.
• Password – provided by InfoTrack.

2. Invoicing

• Auto. Post: Yes.

3. Vendor

• No. – select or create the InfoTrack vendor record.

Resource

• No. – select the DISB-SRCH-FEE or another disbursement resource to charge and track the searches against.

Save to SharePoint: Yes

Save to folder: InfoTrack

Note that an Microsoft 365 Admin user will need to perform this step as Azure consent is required.

From the InfoTrack Setup page, select Azure AD Applications.



From the Microsoft Entra Applications page, click the Client ID field of the InfoTrack line.



Click Grant Consent and accept the permission requests.