Click on Images to Expand Them
...
Steps
...
Pictures
...
| Rw ui steps macro |
|---|
Log in to Redtail. |  Image Modified |
|
...
Click on your user name on the top right side of the screen. |  Image Modified |
|
...
Click on the Manage Your Integrations link in the dropdown menu. |  Image Modified |
|
...
Locate and select Docupace Technologies in the new popup window. |  Image Modified |
|
...
Click on the gear icon and select Settings. |  Image Modified |
|
...
A new window will appear. Enter your Docupace URL which you can simply copy/paste from the login screen. |  Image Modified |
|
...
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). |
...
Once completed, click the Save button. |
