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changes.mady.by.user Mercedes Rothwell

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changes.mady.by.user Gints Vaskums

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Click on Images to Expand Them

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Rw ui steps macro
Rw step

In Docupace, click on the user’s name on the top right side of the screen.

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The username in the top right-hand corner is highlighted in red.Image Added
Rw step

Click Settings in the popup menu.

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The settings button is highlighted in red.Image Added
Rw step

Select Redtail Credentials on the left-hand side.

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The CRM credentials field is highlighted in red.Image Added
Rw step

There are two authentication methods:

  • Authentication with Redtail User ID and token

  • Authentication with Redtail token only

Note

Warning: During authentication with token only, previous alias in Docupace is deleted.

Authentication with Redtail User ID and token

Rw ui steps macro
Rw step

Enter your Redtail User Id on this screen. You do not need to enter your password

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The Redtail user id is highlighted in red, and a callout identified the password field as not required.Image Added
Rw step

Paste the token that you copied from Redtail into the Redtail Token Field.

The Redtail token field is highlighted in red.Image Added
Rw step

Click Save and Close to exit. Integration is now complete.

The image shows the Save and Close button.Image Added

Authentication with Redtail token only

Rw ui steps macro
Rw step

Paste the token that you copied from Redtail into the Redtail Token Field.

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Rw step

Click Save and Close to exit. Integration is now complete.

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The image shows the Save and Close button.Image Added