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Gints Vaskums

Mercedes Rothwell

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titleVersion History

Date

Change

January 2025

Updated screenshots

July 2020

Updated page template

May 2020

Initial Version


Rw ui steps macro
Rw step

Select a contact in Redtail. Click on the Integration (1) icon. Then select Docupace (2).

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Rw step
Select

Click Send To Client Folder to send this contact to Docupace.

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Rw step

The client data entered into Redtail will create a client in Docupace, generating a Client Folder with a subfolder. You will then be redirected to the Starting Point Dashboard within the selected client’s Folder or Subfolder page.

3.03. Work-Folder.pngImage Modified
InfoInfo

Note: When you update your Client Contact in Redtail, you can resend the client record to update the details in Docupace.

Rw step

If you

would like

want to open a new account in Docupace, select the Send to Quick Start option from a Client Contact in Redtail. Depending on your site settings, this will

either direct the client to the Quick Start app or to the InfoInfo: Redtail contact details from the Quick Start app or Starting Point will be used for further steps.

direct you to Starting Point.

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The Quick Start window will open.

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Note: Some sites have an app called Quick Start. If so, the system will open the app instead of Starting Point.

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Audience: Field Users

Info

Functionality: The Docupace/Redtail integration allows you to send contact details to Docupace, speeding up the account opening process.

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cqllabel = "redtail" and type = "page"