Where did I put that Document? [11:11]


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!

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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


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