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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 RemovedThe 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 RemovedThe 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.Image RemovedThe CRM credentials field is highlighted in red.Image Added
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 RemovedThe 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 RemovedThe 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.Image RemovedThe image shows the Save and Close button.Image Added