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Mercedes Rothwell

Mercedes Rothwell

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Main Page

From any page in Redtail, you can access your Docupace system by selecting the Integrations button (1) in the upper right corner, and then selecting the Docupace (2).

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Integrations

The three options are available:

  • Single Sign On

  • Send To Client Folder

  • Send To Quick Start

Note

: If you are not within a contact window you will only have Single Sign - On as an Optionoption.

The Redtail Integrations window, showing Docupace as a selection.Image RemovedIntegrations

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Integration options

Single Sign On

Select the Single Sign On option.

You will be redirected to your main Docupace dashboard within a new browser page. You can Single Sign -on On from here, without choosing a specific client, if you just want to go to the Docupace Dashboard.

Single Sign-On into DocupaceImage RemovedImage Added

Single Sign -OnOn

Send To Client Folder

Open the client first in Redtail (Viktors Vaits in the example), and select the Send To Client Folder option.

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Contact

You will be redirected to the Starting Point Dashboard within the selected client’s Folder/Subfolder page.

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Starting Point (Folder/Subfolder)

Send To Quick Start

To send the Redtail contact to Quick Start, open the client in Redtail, then select the Send To Quick Start option.

You will be redirected to the Quick Start Dashboard.

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Quick Start Dashboard