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Redtail Essentials: Documents
Join us for this webinar to learn all about storing documents. Did you know you could attach documents to Redtail? Every contact record has a Documents tab offering free document storage to archive and store documents. In addition, you can attach a document to an activity! Find out how these features work, but bear in mind this is not a compliant solution for the office to go paperless, which we’ll also cover in the session. If you can't make this webinar, don't worry; it will be available for replay soon.

Jun 30, 2022 11:00 AM in Pacific Time (US and Canada)

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