Integration Name:


Integration Type:

Document Storage

Setting up the integration:

No desktop applications are required, however to set up the integration, you'll need to enable the ReadyDoc integration within your database. Instructions for enabling integrations can be found here. 

Integration functionality:

Using the ReadyDoc/Redtail integration, documents can be captured into ReadyDoc from within the familiar confines of Redtail CRM, and key client meta data can automatically be associated with documents in ReadyDoc. Likewise, searches for client documents in ReadyDoc can be invoked from Redtail CRM, based on the currently viewed client contact record.

For instructions on installing the ReadyDoc Client Applications, please refer to:

Capturing Documents
While viewing a contact in Redtail CRM, click the integrations option:

Then click to select the ReadyDoc Integration: 

Then select Capture to ReadyDoc:

If there is not currently an active ReadyDoc Cloud session, a Login page will appear. Provide your ReadyDoc Credentials – Client ID, Username and Password — and click the Log In button:


The first time the Redtail integration is launched a Redtail Credentials window will appear. Provide the Redtail UserName and Password credentials and click “Test”.


If the Redtail Credentials are correct an “Authentication Successful” message will display:


Click Save Credentials to save the Redtail Credentials for use with ReadyDoc.

**Note, you will not be prompted for the Redtail credentials again unless your Redtail credentials change and the attempt to connect to Redtail fails.

After a few moments the ReadyCapture window will be displayed with meta-data from the Redtail contact pre-filled. Note that the fields to be pulled from Redtail are configurable as are many ReadyDoc options:


To import or scan a document click the “Upload” or “Scan” icon:


NOTE: To scan documents you will need a TWAIN-compliant scanner installed and recognized by Windows. You will also be prompted to install an additional component the first time you select scan.

After scanning or uploading a document, provide a Document Name and a Document Type. Document Type is recommended as it will organize documents in ReadyDoc under each client, based on the document type.

Note that as Document Type is provided or changed, the destination Folder Path will be updated to include the selected Document Type:


Note that some bracketed values such as {Contact.MiddleName] that are mapped from Redtail as part of the default configuration may not always be filled in for a given Redtail contact. They will simply be ignored when creating the destination folder in ReadyDoc. Likewise, if no Document Type is selected, the documents will be stored in the root client folder in ReadyDoc.

After providing the Document Name and Document Type, click the Save icon to save the document.


Document Saved successfully:


After saving a document, additional documents can be captured for the same client by repeating the Upload or Scan steps.

When done with Capture for a given client, click the “X” on the browser tab to close the Capture window.



Document Organization

One of the advantages of using ReadyDoc integrated with Redtail is that in addition to avoiding data entry when capturing or searching for documents, ReadyDoc also builds out a nicely organized folder structure for each client.


Moreover, by including the Advisor Name in the folder path it provides a convenient means of applying folder-based security to restrict access to documents based on the Redtail Advisor name.

Searching for Documents

Just as when capturing a document to ReadyDoc, from within Redtail CRM access the ReadyDoc integration option and select Search ReadyDoc:


Then, the Search results will be displayed:


Double-clicking on a document in the list will display the document from the ReadyDoc cloud application. You can also right click on a document in the list and select the option to open the containing folder in ReadyDoc:


Example Document Display:


ReadyDoc resources:


If you are looking for other Document Storage systems, click here!


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