Click on Images to Expand Them
Launching the Integration
Sending the Contact to Docupace
Once you have opened the Docupace integration window, you have three options.
Single Sign-On
Send To Client Folder
Send To Starting Point
1. Single Sign-On
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.
2. Send To Client Folder
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
Additionally, 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 Docupace.
Client Details
3. Send To Starting Point
If you prefer to open a new account in Docupace, you can choose the Send to Starting Point 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.