Versions Compared

Version Old Version 4 New Version 5
Changes made by

Mercedes Rothwell

Gints Vaskums

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Click on images to expand them.

Main Page

From any page in Redtail, you can access your Docupace system by selecting the Integrations button (1) in the upper right corner, and then selecting the Docupace (2).

Image Added

Integrations

The three options are available:

  • Single Sign On

  • Send To Client Folder

  • Send To Quick Start

Note

If you are not within a contact window you will only have Single Sign - On as an Optionoption.

The Redtail Integrations window, showing Docupace as a selection.Image Removed Integrations

Image Added

Integration options

Single Sign On

Select the Single Sign On option.

You will be redirected to your main Docupace dashboard within a new browser page. You can Single Sign -on On from here, without choosing a specific client, if you just want to go to the Docupace Dashboard.

Single Sign-On into DocupaceImage RemovedImage Added

Single Sign -On On

Send To Client Folder

Open the client first in Redtail (Viktors Vaits in the example), and select the Send To Client Folder option.

Image Added

Contact

You will be redirected to the Starting Point Dashboard within selected client’s Folder/Subfolder page.

Image Added

Starting Point (Folder/Subfolder)

Send To Quick Start