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Dashboard NoteAdditionally, when follow the same steps we just covered (choose the integration button at the top of the page in Redtail) and you can send the NEW details for the client to UPDATE Client Details Starting Point1 Starting Point This will launch a questionnaire that you can fill out, leading you to the right forms to complete the account opening process.
The first screen you may see is going to prompt you to choose a Rep Code for the Client you are adding. It is a requirement in Docupace to link a Rep to a Client, this update makes the process seamless.
Choose the Rep that should be associated with the client you added from Redtail, then you will be taken to the next step in the questionnaire.