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Contents
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Accessing Quick Start
There are two ways to access Quick Start: the navigation menu (A), and by sending a Redtail or Wealthbox Contact to Quick Start (B). When you send a Redtail or Wealthbox Contact to Quick Start, you will see two additional buttons on the Quick Start screen.
Redtail Contact
Follow these instructions to send a Redtail Contact to Quick Start.
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Log into Redtail and navigate to a Contact.
A. Click the Integration icon in the top toolbar. B. Select Docupace from the list of integrations.
Click Send to Quick Start. Docupace single-signs you on into the system and takes you to the Quick Start screen.
The client information is sent to Docupace and client name is displayed in the Overview section. |
Audience: Field Users
Functionality: Quick Start provides a way to complete common tasks in Docupace with only a few clicks.
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