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Docupace Technologies

If you subscribe to Redtail and have an account with Docupace as well, you can send contacts from Redtail to Docupace. In order to set up the integration, you'll need to enter your domain (which you can obtain from Docupace) in the area designated for this within Redtail under Manage Your Account —> Change Site Preferences:

 

 

Note: You'll also need to send both your Redtail username and Docupace username to support@redtailtechnology.com, so we can map your username on our end.   The Docupace username is case-sensitive, so we will need your Docupace username exactly as it appears on the Docupace side.

Make sure after entering your information here that you click Save in the top right corner of the Integrations section of your Site Preferences page.

You will then have the capability to send contacts to Docupace, using the Send to option in the Docupace section of the Integrations menu:

 

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Note: the Send To Docupace option is only available from the Integrations menu if you are within a contact's record.  When you click the Send To option for Docupace, you'll see the below if you haven't previously sent the contact from Redtail to Docupace:

 

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This will allow you to create a new folder in Docupace if need be for the contact you are sending.  The fields that will be sent to Docupace are First Name, Last Name, Name (if not an Individual Type contact record), Tax ID Number and State.

The second option, Single Sign On, is available from this menu, regardless of whether or not you are in a contact record.

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