Log in to Redtail by entering your Username and Password and clicking Sign In.

Click on your Username (1) at the top right of the screen. Then click the Manage Your Integrations (2) link in the dropdown menu.

Locate the Docupace (1) tile in the new popup window. Click ON (2), click the gear icon, and select Settings (3).

Enter your Docupace URL (1), which you can copy/paste from your browser bar. Copy the token (2). You will need it in Step Seven. Click Save (3).

note

Notes:

Do not copy the _UI. End the URL after the site name.
Click Regenerate Token if the integration does not work correctly.

Notes:

Do not copy the _UI. End the URL after the site name.
Click Regenerate Token if the integration does not work correctly.

The Docupace Dashboard window will open.

In Docupace, click on your username on the top right side of the screen (1). Then click Settings (2).

In the Profile window, click Redtail Credentials on the left-hand side.

Authenticate:

Enter your Redtail User ID (optional, 1). Paste the Redtail Token (2) you copied earlier in the Details window. Click Save and Close (3) to exit.

note

Note: You do not need to enter your password.

Note: You do not need to enter your password.

Date	Change
January 2025	Updated screenshots
July 2020	Updated page template
May 2020	Initial Version

How to Setup the Redtail Integration