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Accessing Quick Start

There are two ways to access Quick Start: the navigation menu (A), and by sending a Redtail CRM Contact to Quick Start (B). When you send a Redtail Contact or Wealthbox contact to Quick Start, you will see two additional buttons on the Quick Start screen.

Redtail Contact

Follow these instructions to send a Redtail Contact contact to Quick Start.

Rw ui steps macro

Rw step Log into Redtail and navigate to a Contact. Rw step A. Click the Integration icon in the top toolbar .B. Select and select Docupace from the list of integrations. Image Modified Rw step Click Send to Quick Start. Image Modified Docupace single-signs you on into the system and takes you to the Quick Start screen. Image Added The client information is sent to Docupace and client name is displayed in the Overview section.

Wealthbox Contact

Follow these instructions to send a Wealthbox contact to Quick Start.

Rw ui steps macro

Rw step Log into Wealthbox and navigate to a Contact.Image Removed Image Added Rw step In the Contact Details section click the Send To > Docupace menu item. Image Added Rw step A. Select the Starting Point from the dropdown. B. Click Send to Docupace. Image Added Docupace single-signs you on into the system and takes you to the Quick Start screen. Image Added The client information is sent to Docupace and client name is displayed in the Overview section.