After signing up for Imaging services, Retriever for Imaging allows you to upload, manage and archive documents from any location on any computer into your paperless office provided by Redtail.
To download and install Retriever for Imaging, log in to your Imaging account using your Redtail Username and Password here or by clicking on the Single Sign On for Imaging available from the Integrations menu within your CRM.
Once logged in, the Download Retriever link will be available from the Tools menu in your Imaging navigation bar:
Login / Password Settings
After you have downloaded and installed Retriever for Imaging, locate its icon on your Desktop or from your Start Menu and click to open the application:
The first thing you will see is the Login dialog below:
You will use your Redtail Username and Password to login to Retriever for Imaging. Note the two checkboxes below the Password field. If you select “Save Password,” these fields should already be populated in the future whenever you attempt to open Retriever. Selecting the “Auto Login” box would allow you to bypass the Login screen altogether when opening Retriever in the future. You can always change these settings later, either upon Login or from within Retriever under the File —> Login menu. Also note that if you save your Password, you will need to update this whenever your password for your CRM changes, as Retriever uses the same password.
Learning Your Way Around Retriever for Imaging
Upon login, your Retriever application will resemble the example below:
Bear in mind that this is an example – while all the Menus, Libraries and buttons we discuss will be available within your Retriever, the folders, sub-folders and images used in these examples are for illustrative purposes only.
There are three Menus available within Retriever: File, Libraries and Help:
We’ll consider each of these in turn.
Your File Menu offers three options: Login, Preferences and Exit:
Login: Selecting Login simply opens up your Login screen, allowing you to change your “Save Password” and “Auto Login” options or to Sign Off, which you can also do under File —> Exit.
Preferences: Selecting Preferences opens up a separate dialog, allowing you to set some defaults for your Retriever:
If you check off Start with Windows, Retriever for Imaging will automatically start whenever you start your computer.
Selecting Start minimized in System Tray will open the application when Windows is started, but it will be minimized and available from your System Tray.
Typically, you would not want to select Include Hidden files in Upload, as those would generally be system files you would have no need of in your Imaging libraries.
The final option in the top section, Overwrite existing files when saving folder to computer, applies only when utilizing the Save option under the Libraries menu, which we'll discuss below. In a nutshell, if you check off this option, when saving a folder from Retriever to your local computer, if saving to the same location that contains another folder of the same name, the folder you are saving will overwrite the existing version on your machine.
At the bottom of your Preferences dialog, you have the options to view your History Log for Imaging activity in Excel or Retriever and an option to view an ErrorLog for Retriever for Imaging.
Be sure to click Apply after making any changes you want to preserve in your Preferences.
Your Libraries Menu offers four options: Save Client, Save Corporate, Save Unfiled and User Libraries:
Your Help Menu offers two options: Document and About Retriever for Imaging:
Choosing “Document” will open up a Help file for Retriever. Choosing “About Retriever for Imaging” will allow you to see the version of Retriever you’re using, something you might want to know if you’re not certain you’re using the most current version.
There are three default Libraries available for document storage within Redtail Imaging (Client, Corporate and Unfiled) along with as many User Libraries as you might need:
We recommend that you use the Client Library for client related documents, the Corporate Library for business related documents and the Unfiled Library for files awaiting a decision as to placement. Of course you may strictly use only User Libraries or a combination of the User Libraries and the Default Libraries as well. To examine the contents of or upload to any of your Libraries, simply click on its corresponding button as seen above (you can access any of your User Libraries by clicking that button and then clicking the desired User Library). Directly beneath your Library buttons is a box which displays the path of the current folder you are inside. In the example below, we are inside the top level Folder for Stephen Avery in the Client Library:
Note as well the button after the Current Folder box. Clicking this will refresh the view of your current folder. Clicking will take you one level up from your current folder, so in this case would take you up to the top level of the Clients Library.
Working with Files and Folders
As you can see below, for whatever folder you happen to be in, you can view the Folder and Image names within that folder, the date and time they were added, their file extension (Images only) and their size (Images only). By clicking on any of these column header names, you can also sort the files and folders according to one of these criteria:
Also, using the Create New Folder button, you can create a New Folder for storing documents at this level:
After clicking the button, you will be given an opportunity to name your New Folder.
Some Mouse and Keyboard Tips
• Double clicking a folder takes you inside that folder. Double clicking a file downloads the file and opens it. When you have a file or folder selected, pressing the “Enter” key on your keyboard works the same as a double click.
• “Drag and Drop” is a very useful feature. You can drag any folders or files from your computer and drop them in the top pane of Retriever for Imaging. This action will list everything in the “Upload Queue” and everything will begin uploading immediately at whatever folder level you drug the files/folders to.
• “Dropping” a folder preserves the structure and puts files in the same structure they were originally.
Right Click Options for Folders
When you right click on a Folder Name, you’ll see the options below:
• “Create Folder” creates a new folder at the same level as the folder you have right clicked on. You will be provided with a dialog box where you can enter the name of the new folder.
• “Open Folder” takes you inside the selected folder.
• “Save Folder” allows you to save a Folder (along with its contents) to your computer. Clicking on the Save option will present you with a Browse for Folder dialog. Select where on your computer you want to save the Folder and click OK. The Folder will then be downloaded to your computer in the location you indicated.
• “Rename Folder” will bring up a dialog where you can enter the new name for the Folder.
• “Delete Folder” will delete that folder and all contents inside that folder. It will ask for your confirmation, because you cannot undo this.
• “Cut Folder” will enable “Paste” functionality, so you can browse to a different location and paste that Folder and its contents.
Right Click Options for Files
When you right click on a File Name, you’ll see the options below:
• “Create Folder” creates a new folder at the same level as the file you have right clicked on. You will be provided with a dialog where you can enter the name of the new folder.
• “Open Image” downloads the file and opens it.
• “Save Image” will show you the file save box so you can select where to save the file on your computer.
• “Rename Image” will bring up a dialog box where you can enter the new name of the file.
• “Delete Image” will delete that file. It will ask for your confirmation as you cannot undo this.
• “Cut Image” will enable “Paste” functionality, so you can browse to a different location and paste that file.
Right Click Options for Multiple Files and Folders
When you right click with more than one File and/or Folder selected, you’ll see the options below:
• “Create folder” creates a new folder at the same level as the items you have right clicked on. You will be provided with a dialog where you can enter the name of the new folder.
• “Open” is no longer an operable feature for multiple folders.
• Save and Rename functions are disabled.
• “Delete” will delete all selected items.
• “Cut” and “Paste” are not functional when multiple Folders/Files are selected.
Your Upload Queue shows up in the bottom half of your Retriever window. As we mentioned above in the Mouse and Keyboard Tips section of Working with Files and Folders, you can drag any folder or files from your system and drop them in the Files and Folders section of the Retriever window. This action will list everything in the “Upload Queue” and everything will begin uploading immediately.
The Upload Queue has four columns:
1. File Name is simply the name of the file being uploaded.
2. Upload Folder is the destination folder on Imaging to which your file is being uploaded.
3. File Path is the location of the file on your computer.
4. File Size indicates how much storage space the file requires. Note: the maximum upload size for a file using Retriever for Imaging is around 20 MB.
Note as well the two buttons above the queued files: is the Upload Queue Statistics button. The Clear Queue button stops the Upload process and clears your Upload Queue.
Right Click Options for the Upload Queue
When you right click on an item in your Upload Queue, you’ll see the options below:
• Retry Selected will attempt to upload any selected items again.
• Remove Selected will remove selected items from the Upload Queue.
• Retry Failed will try to upload all failed items.
• Remove Failed will remove all failed items from the Upload Queue.
• Remove Completed will remove all completed items from the Upload Queue.
• Remove All will remove all items from the Upload Queue, functioning the same as the Clear Queue button.
• Select All selects all items in the queue.