Did you know you could attach documents to Redtail? Every Contact record has a tab called Documents offering free document storage to archive and store non-compliant documents. In addition, you can attach a document to an activity!
Find out how these features work, as well as why it’s not a compliant solution for the office to go paperless.
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01:16 - Recently Viewed
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01:26 - CRM Document Storage
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08:51 - Adding Activities
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09:09 - Link Document to Activity
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11:06 - Link Document to Note
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12:46 - Document Reports
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12:57 - Documents by Contact Report
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