Steps | Pictures | |||
|---|---|---|---|---|
| 1 | Log in to Redtail. |  | ||
| 2 | Click on your user name on the top right side of the screen. |  | ||
| 3 | Click on the Manage Your Integrations link in the dropdown menu. |  | ||
| 4 | Locate and select Docupace Technologies in the new popup window. |  | ||
| 5 | Click on the gear icon and select Settings. |  | ||
| 6 | A new window will appear. Enter your Docupace URL which you can simply copy/paste from the login screen.
|  | ||
| 7 | You will also see a “Token” which you need to copy in order to enter into the Docupace system (Token authentication allows for seamless entry into Docupace without the need for retyping usernames and passwords). | |||
| 8 | Once completed, click the Save button. |
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