Click on images to expand them.
| 1 | In Docupace, click on the user’s name on the top right side of the screen. |  |
| 2 | Click Settings in the popup menu. |  |
| 3 | Select Redtail Credentials on the left-hand side. |  |
| 4 | Enter your Redtail User Id on this screen. You do not need to enter your password. |  |
| 5 | Paste the token that you copied from Redtail into the Redtail Token Field. |  |
| 6 | Click Save and Close to exit. Integration is now complete. |  |
