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.
Join us for this webinar to learn all about documents.
If you can't make this webinar, don't worry; it will be available for replay soon.