Redtail Setup

	Steps	Pictures
1	Log in to Redtail.	View Larger Image
2	Click on your user name on the top right side of the screen.	View Larger Image
3	Click on the Manage Your Integrations link in the dropdown menu.	View Larger Image
4	Locate and select Docupace Technologies in the new popup window.	View Larger Image
5	Click on the gear icon and select Settings.	View Larger Image
6	A new window will appear. Enter your Docupace URL which you can simply copy/paste from the login screen. Example https://www1.paperout.com/docupace DO NOT COPY THE _UI FROM CONNECT. END THE URL AFTER THE SITE NAME.	View Larger Image
7	You will also see a “Token” which you need to copy in order to enter into the Docupace system (Token authentication allows for seamless entry into Docupace without the need for retyping usernames and passwords).
8	Once completed, click the Save button.