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1 2Image Removed Select a Contact | Image Removed Integration Buttons | 3 | new window4 | You will be directed to the Integrations from List Starting PointImage Removed Docupace Options | Image Removed Dashboard Image Removed Client Folder
NoteAdditionally, when follow the same steps we just covered (choose the integration button at the top of the page in Redtail) and you can send the NEW details for the client to UPDATE Client Details Starting Point1 | Starting Point This will launch a questionnaire that you can fill out, leading you to the right forms to complete the account opening process.Image Removed Starting Point | 2 | The first screen you may see is going to prompt you to choose a Rep Code for the Client you are adding. It is a requirement in Docupace to link a Rep to a Client, this update makes the process seamless. |
3 | Choose the Rep that should be associated with the client you added from Redtail, then you will be taken to the next step in the questionnaire. | Image Removed Starting Point Questionnaire |
4 | After completing the questionnaire, the system will provide you with the necessary forms. You can then fill out the forms and send them for signing, supervision, and processing.