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In Docupace, click on the user’s name on the top right side of the screen. |
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Click Settings in the popup menu. |
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Select Redtail Credentials on the left-hand side. |
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There are two authentication methods: | Note |
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Warning: During authentication with token only, previous alias in Docupace is deleted. |
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Authentication with Redtail User ID and token
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Enter your Redtail User Id on this screen. You do not need to enter your password. |  Image Added |
Paste the token that you copied from Redtail into the Redtail Token Field. |  Image Added |
Click Save and Close to exit. Integration is now complete. |
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Authentication with Redtail token only
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Paste the token that you copied from Redtail into the Redtail Token Field. |
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Click Save and Close to exit. Integration is now complete. |
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