You keep documents compliantly on file in cabinets but did you know you could also keep an electronic copy in Redtail? Find out how offices use the free document storage to house non compliant risk documents and see if it’ll add some value to your firm!
Click the link below for more information on each of the features covered in the video:
00:47 - Contact Overview
01:11 - Contact Overview - Documents
02:15 - Imaging
04:23 - Contact Overview - Accounts
05:21 - Reports - Documents
08:39 - Quick Add Activity