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Accessing Quick Start
There are two ways to access Quick Start: the navigation menu (A), and by sending a CRM 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 and 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. |
Wealthbox Contact
Follow these instructions to send a Wealthbox contact to Quick Start.
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Log into Wealthbox and navigate to a Contact. 
A. Click the Send dropbox. B. Select Docupace from the list of integrationsIn the Contact Details section click the Send To > Docupace menu item. 
A. Select the Starting Point from the dropdown. B. Click Send to Docupace.  Docupace single-signs you on into the system and takes you to the Quick Start scrscreen.  The client information is sent to Docupace and client name is displayed in the Overview section. |
Audience: Field Users
Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.
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