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Change

July 2022

Initial Version

Version Date Comment
Current Version (v. 11) Jul 13, 2022 13:41 Gints Vaskums
v. 11 Jul 13, 2022 13:41 Gints Vaskums
v. 10 Jul 13, 2022 13:38 Gints Vaskums
v. 9 Jul 13, 2022 12:35 Gints Vaskums
v. 8 Jun 24, 2022 20:14 Mercedes Rothwell
v. 7 Jun 24, 2022 20:13 Mercedes Rothwell
v. 6 Jun 24, 2022 20:11 Mercedes Rothwell
v. 5 Jun 22, 2022 14:20 Gints Vaskums
v. 4 Jun 22, 2022 14:19 Gints Vaskums
v. 3 Jun 22, 2022 13:50 Gints Vaskums
v. 2 Jun 22, 2022 08:56 Gints Vaskums
v. 1 Jun 15, 2022 20:22 Mercedes Rothwell

Accessing Quick Start

There are two ways to access Quick Start: the navigation menu (A), and by sending a CRM Contact to Quick Start (B). When you send a Redtail or Wealthbox contact to Quick Start, you will see two additional buttons on the Quick Start screen.

Redtail Contact

Follow these instructions to send a Redtail contact to Quick Start.

Audience: Field Users

Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.

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