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| 1 | In Docupace, click on the user’s name on the top right side of the screen. |  View Larger Image |
| 2 | Click Settings in the popup menu. |  View Larger Image |
| 3 | Select Redtail Credentials on the left-hand side. |  View Larger Image |
| 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. |  View Larger Image |
| 6 | Click Save and Close to exit. Integration is now complete. |  View Larger Image |