Setting up the integration:
In order to set up the integration, you'll need to enable the Docupace integration within your database. Instructions for enabling integrations can be found here.
Then, from the Manage Integrations page where the integration was just enabled, you will need to click Settings under the Actions menu for Docupace Technologies:
You'll then see the below:
Enter your domain (which you can obtain from Docupace) here and Save.
Note: You'll also need to send both your Redtail username and Docupace username to firstname.lastname@example.org, 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.
You can send contacts from Redtail to Docupace. You can access this by clicking your Integrations icon and then selecting Docupace from your options. You can then follow onscreen prompts.
Users can login here for Docupace's eLearning site.
If you are looking for other Document Storage systems, click here!