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Launching the Integration

Rw ui steps macro
Rw step

Select a contact in Redtail. 

Contact selection screenImage Removed

Contact selection screenImage Added
Rw step

Click on the Integration button.

Shows the Redtail user profile with a link to integrations highlighted in red.Image Removed

Shows the Redtail user profile with a link to integrations highlighted in red.Image Added
Rw step

Click on Docupace in the list of integrations.

Redtail integration list showing Docupace as an option.Image Modified
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Options for Docupace while in Redtail.Image Modified

Docupace Options

Sending the Contact to Docupace

Once you have opened the Docupace integration window, you have three options.

  1. Single Sign-On

  2. Send To Client Folder

  3. Send To

Starting Point

  1. Quick Start

1. Single Sign-On

The image displays the Docupace Dashboard on the ePACs tabImage Removed

Dashboard

When you click on Single Sign-On, Docupace will open in a new browser tab. You will first land on the Dashboard page as if you had logged in using a username and password. 

The image displays the Docupace Dashboard on the ePACs tabImage Added

2. Send To

Client Folder
Image Removed

Client Folder

When you choose this option, the client data that has been entered into Redtail will create a client in Docupace. This creates a client folder with a general Subfolder.

Note

Image Added

Additionally, when

When you make any updates/changes to your Client Contact in Redtail, you can

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

resend the client record to update the details in Docupace.

Client Detail page.Image Modified

Client Details

3. Send To

Starting Point

Quick Start

If you prefer to open a new account in Docupace, you can choose the Send to

Starting Point

Quick Start option from a Client Contact in Redtail.

  This will launch a questionnaire that you can fill out, leading you to the right forms to complete the account opening process. Rw ui steps macro
Rw step

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.

The image shows the starting point page where users select a rep.Image Removed

Starting Point

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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.

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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.

Displays small screenshots each showing a screen you may encounter while in stating point.Image Removed Starting Point Questionnaire

 This will either send the client to the Quick Start app or to Starting Point depending on your site settings.

Audience: Field Users

Info

Functionality: The Redtail integration allows you to send client information from Redtail to Docupace.

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