With an updated, modern user interface and new features such as Bulk Upload and Download, the ability to drag and drop files within the web app (bye-bye Retriever!) and the all-new archive section, Imaging users can expect a more streamlined experience moving forward.
We understand your need to easily access important paperwork anytime, anywhere. Redtail Imaging provides you with an organized and efficient method of document management and integrates with your CRM client records, allowing you to retrieve exactly what you need anywhere that you have access to the internet.
Your team can use Redtail Imaging to centralize client and team content, index and find what you need quickly, and rest easy with the peace of mind that Redtail’s paperless solution is safe and secure. If you’re looking for a compliant way to take your office paperless and tie your electronic documents to client records in Redtail CRM, Redtail Imaging is just the tool you’ve been searching for.
Finding your files and folders is easy with Redtail Imaging. While you can add or remove Folders from your Imaging database at any time, we do recommend that you spend some time thinking about the type of Folder structure that will work for your office.
Your navigation options within Redtail Imaging are accessible from the navigation bar on the left, allowing you quick access to your Home (Imaging Dashboard), Recent, Archive, and History tabs..
Backups of archived images can be easily accessed to recover lost data in the event of an emergency. Archiving Folders or Images from your Imaging account can be performed either individually or in bulk.
Specify which individual users or teams can access folders within Imaging. By granting or restricting access to specific folders, you can ensure that sensitive documents remain confidential, while allowing your team to collaborate seamlessly.
Converting your office from paper to paperless is a process, and one that can be daunting for some offices. That’s why at Redtail we believe it’s helpful to provide a First Steps guide that will empower you to approach this conversion in a systematic way while also providing you with all the information you need to know about Redtail’s Imaging solution.
Redtail is the industry’s favorite CRM for a reason — and now we’re offering plans that include essential Redtail and Orion Advisor Tech, designed for every advisor to scale their firm efficiently. Learn more here.
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