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Steps
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Pictures
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Click on Images to Expand Them
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Log in to Redtail. |  Image Modified |
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Click on your user name on the top right side of the screen. |  Image Modified |
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Click on the Manage Your Integrations link in the dropdown menu. |  Image Modified |
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Locate and select Docupace Technologies in the new popup window. |  Image Modified |
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Click on the gear icon and select Settings. |  Image Modified |
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A new window will appear. Enter your Docupace URL which you can simply copy/paste from the login screen. |  Image Modified |
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You will also see a “Token” which you need to copy in order to enter into the Docupace system (Token authentication allows for seamless entry into Docupace without the need for retyping usernames and passwords). |
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Once completed, click the Save button. |
