Using Redtail IMAGING

Getting Started

• Redtail Imaging: A First Steps Guide

IMAGING Access, First Steps and Site Navigation

• Product Overview - Imaging [18:27]
• Site Navigation in Redtail Imaging
• How do I access my Imaging account?
• Redtail Imaging: A First Steps Guide

Adding, Copying, Deleting and Linking Folders to CRM

• How do I link folders in Imaging to Contact Records in Redtail CRM?
• How do I add new Folders in Imaging?
• How do I copy Folders (Folder structures) within Imaging?
• How do I delete Folders and/or Images from Redtail Imaging?

Available Actions with Folders and Images

• Image Actions available in Redtail Imaging
• Folder Actions available in Redtail Imaging

Downloading and/or Backing up your Imaging Libraries

• Instructions for working with 7-Zip(ed) files
• How can I back up my Imaging Library?
• How do I download an Image from Redtail Imaging?

IMAGING Libraries

• How do I add my own Libraries to Redtail IMAGING?
• What are the IMAGING Libraries?

IMAGING Reports

• What Reports are available in Redtail Imaging?

Log History

• How do I see a Log History for my Imaging Database?
• How do I view a history of Image Actions?
• How do I view a history of Folder Actions?

Moving Folders or Images

• How do I move Images to another location within Imaging?
• How do I move folders in Imaging to another location within Imaging?

Personal Indexes

• How can I see which of my Images have no Personal Indexes applied?
• How do I add Indexes to an Image or Folder?
• How do I create and apply Personal Indexes in Imaging? How do I search for Indexed Images?

Renaming Folders or Images

• How do I rename an Image in Redtail Imaging?
• How do I rename a Folder in Imaging?

Retriever for IMAGING

• What is Retriever for Imaging and how do I use it?

Scan and Upload

• Scanner Troubleshooting Guide
• Is My Scanner TWAIN Compatible?
• (Deprecated as of 10/20/2015) Scanner Troubleshooting Guide
• How do I scan an Image into Redtail Imaging?
• How do I upload an Image into Redtail Imaging?

Searching Your Images

• How do I search for Folders or Images within Imaging?