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How to Setup the Redtail Integration
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How to Setup the Redtail Integration

Owned by Gints Vaskums
Last updated: Jan 10, 2025 by Mercedes Rothwell
2 min read

Date

Change

Date

Change

January 2025

Updated screenshots

July 2020

Updated page template

May 2020

Initial Version

 

 

Audience: Field Users

Functionality: The Docupace/Redtail integration allows you to send contact details to Docupace, speeding up the account opening process.

 

 



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