Versions Compared

Old Version 3

changes.mady.by.user Mercedes Rothwell

Saved on

compared with

New Version 4

changes.mady.by.user Mercedes Rothwell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

1

In Docupace, click on the user’s name on the top right side of the screen.

The username in the top right-hand corner is highlighted in red.Image RemovedView Larger ImageThe username in the top right-hand corner is highlighted in red.Image Added
2

Click Settings in the popup menu.

The settings button is highlighted in red.Image RemovedView Larger ImageThe settings button is highlighted in red.Image Added
3

Select Redtail Credentials on the left-hand side.

The CRM credentials field is highlighted in red.View Larger Image
4

Enter your Redtail User Id on this screen. You do not need to enter your password.

The Redtail user id is highlighted in red, and a callout identified the password field as not required.Image RemovedView Larger ImageThe Redtail user id is highlighted in red, and a callout identified the password field as not required.Image Added
5

Paste the token that you copied from Redtail into the Redtail Token Field.

The Redtail token field is highlighted in red.Image RemovedView Larger ImageThe Redtail token field is highlighted in red.Image Added
6

Click Save and Close to exit. Integration is now complete.

The image shows the Save and Close button.View Larger Image