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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 provides a way to complete common tasks in Docupace with only a few clicks.
Related Pages
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Wealthbox Integration (Docupace Platform User Guides)
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Part 11. Add the Interface to a Menu Item (Docupace Platform User Guides)
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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.
Through Navigation Menu
Through Redtail Contact
Redtail Contact
Follow these instructions to send a Redtail Contact to Quick Start.
Log into Redtail and navigate to a Contact.
A. Click the Integration icon in the top toolbar.
B. Select Docupace from the list of integrations.
Click Send to Quick Start.
Docupace single-signs you on into the system and takes you to the Quick Start screen.
The client information is sent to Docupace and client name is displayed in the Overview section.
Wealthbox Contact
Follow these instructions to send a Wealthbox Contact to Quick Start.
Log into Wealthbox and navigate to a Contact.
A. Click the Send dropbox.
B. Select Docupace from the list of integrations.
A. Select the Starting Point from the dropdown.
B. Click Send to Docupace