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Select a contact in Redtail. Click on the Integration (1) icon. Then select Docupace (2). 
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Click 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.  |
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Note: When you update your Client Contact in Redtail, you can resend the client record to update the details in Docupace.
If you |
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want 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 |
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direct you to Starting Point. |
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The Quick Start window will open.
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Note: Some sites have an app called Quick Start. If so, the system will open the app instead of Starting Point.  |