Follow

Redtail Essentials: Documents [20:52]

20RecordedWebinars.png

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.

Video not Loading? Unable to view YouTube? CLICK HERE

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk