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Log in to Redtail by entering your Username and Password and clicking Sign In. 
Click on your Username (1) at the top right of the screen. Then click |
the Manage Your Integrations (2) link in the dropdown menu. 
Locate the Docupace (1) tile in the new popup window. Click ON (2), |
the gear icon, and select Settings(3). 
Enter your Docupace URL (1), which you can |
. You will need it in Step Seven. Click Save (3).  Notes:
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The Docupace Dashboard window will open.
In Docupace, click on your username on the top right side of the screen (1). Then click Settings (2). 
In the Profile window, click Redtail Credentials on the left-hand side. 
Authenticate: Enter your Redtail User ID (optional,1). Paste the Redtail Token (2) you copied earlier in the Details window. Click Save and Close (3) to exit.  Note: You do not need to enter your password. |
Audience: Field Users
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Functionality: The Docupace/Redtail integration allows you to send contact details to Docupace, speeding up the account opening process. |
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