Overview For higher-volume capture of documents - for instance, selecting tens of documents at once for a given client from a folder -- the desktop-based ReadyCapture application provides a quicker, more efficient solution. Also, for documents that ...
The ReadyDoc integration with Redtail allows for searching for client documents and capturing new client documents from within the familiar confines of Redtail CRM. No Desktop application software is required for Searching or Capturing documents, but ...
The ReadyDoc integration with Advisors Assistant allows for viewing of client documents and capturing new client documents from within the familiar confines of the Advisors Assistant CRM. No Desktop application software is required for Viewing or ...
To use desktop-based capture with Redtail, you will need version 8.0 or above of our ReadyCapture application. A link to download the application is below. If you already have ReadyCapture installed, take a look at the upper right corner and the ...
Login Prompt We have removed reliance on any installed desktop applications in the new platform and this will result in a ReadyDoc login prompt when viewing or capturing documents. The login prompt will not happen every time – only after a period of ...