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What is Journaling?

Journaling refers to the ability to record all communications from one location to another. This is generally required by most Broker-Dealers if an outside provider hosts your email. There are two types of journaling: 

Non-Envelope Journaling

This type of journaling sends a copy of the email as you would see it in a mail client. 

Envelope Journaling 

This type of journaling sends a copy of the email as a .eml attachment, but the CRM un-envelopes the attachment for you. 

For users hosting with Redtail that are wanting to journal to a third party, Redtail's default journaling is in a non-enveloped format. This format can be changed to enveloped upon request.

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