How to connect Redtail to Docupace

Step 1. - Redtail CRM Login

1. Log into your Redtail CRM account
2. In the top right corner, Click on your name with the red drop-down arrow.
3. Click on Manage Your Integration
   
   

   At this stage, take note of your username as well as this will be needed in future steps. Your username will most likely be your first initial, followed by your last name

    

Step 2. - Redtail Applications

1. You should see a list of available applications for Redtail to integrate with.
2. If you don’t see Docupace listed, Go to the search bar in the top right corner and type Docupace
3. Locate the Docupace Application
   
   

Step 3. - Linking Redtail to Docupace

1. Click on the gear icon in the top right corner of the Docupace application box
2. In the drop-down menu, Click Settings

Step 4. - Redtail Token

1. After clicking Settings, in a new pop-up locate your Token. Highlight it and copy it

Step 5. - Adding Redtail token in Docupace

1. In a new tab, Log into your Docupace account
2. In the top right corner click on your user name
   
   
   

3. In the drop-down, Click on Settings

   
   

    

4. In this new window you should see two sections User Profile and Search and Sorting Preferences

5. Go to the User Profile section and find CRM Credentials and click Redtail Credentials
   
   
   

Step 6. - Saving Redtail Token

1. Enter in your Redtail username and the Token that you copied from Redtail (Step 4).

2. When finished, Press Save and Close located in the top right corner

   

Done

• You have now connected your Redtail account with your Docupace account

If you have any issue with any of these steps contact Tech support at tech.support@vanderbiltsecurities.com or Call at 631-845-5100