Setting up the integration:
There is no setup that needs to be done on the Redtail end as all of your configuration options are handled within Virtuoso.
A Redtail subscriber who uses Virtuoso can seamlessly access their contact’s Worldox files from the Contact Overview page inside of Redtail CRM. When on the contact record within an Internet Explorer browser, Virtuoso will detect the contact you're currently viewing and allow you to view the documents related to that record.
If you are looking for other Document Storage options, click here!