Page Comparison

Select a contact in Redtail. Click on the Integration (1) icon. Then select Docupace (2).

Select Send To Client Folder to send this contact to Docupace.

The client data entered into Redtail will create a client in Docupace, generating a Client Folder with a subfolder. You will then be redirected to the Starting Point Dashboard within the selected client’s Folder or Subfolder page.

If you would like to open a new account in Docupace, select the Send to Quick Start option from a Client Contact in Redtail. Depending on your site settings, this will either direct the client to the Quick Start app or to the Starting Point.

The Quick Start window will open.