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Redtail Essentials: Documents
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.

Jul 9, 2020 11:00 AM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Redtail Training.