would like the ability to link contacts imaging folder to their contact record in the CRM in Bulk. and not just one at a time. that takes a lot of time to do when you have hundreds of clients.

Please please please update the Redtail Imaging software. You guys are using the Dynamic Web TWAIN HTML5 Edition, version 11.1.831, while Veo uses the newer version 12.3.412. This requires our office to install the new version, upload a check, uninstall the program, and then re-install your version to be able to scan anything to Redtail Imaging afterwards. Life would be so much easier if you would update the software to the newer version. Please.

It would be extremely helpful if copying folders from a template folder also copied any indexes that may be attached to those folders or if there was an option to copy indexes with folders.

Another helpful feature would be an option to have sub-folders inherit certain indexes, or apply an index to all sub-folders so that indexes like First Name or Last Name would be consistent throughout without having to assign each folder individually or rename each folder from a template to include info like the client's name.

It would help exponentially with transitioning to Redtail Imaging from another vendor.

create an application or a way to pull up documents from your phone or tablet within your redtail imaging account

Make it possible to RENAME & MOVE multiple items at once in Imaging.

I would like to be able to edit a pdf in Imaging, specifically to reduce the size of the scan after it is uploaded directly to Redtail. I can do this when I scan to the hard drive and then upload, but not when I scan directly into Imaging.

Currently, when we search, files are listed above folders in search results. However, we are often pulling up a client's folders in Imaging just to add files. We would prefer to look at their folders first, not their documents. If I'm looking for Jane Doe's general file, searching "Doe, Jane" pulls up each document with her name, so we may bypass 50 documents before getting to her folder.

If you changed Imaging so folder search results come up on top, or allowed a setting change to list folders search, that would greatly help us.

It would be REALLY awesome if in imaging instead of it going back to the top of the client list (alphabetical) it would go back to the client you were in. When I'm uploading statements I have to scroll down after every single client because it kicks me back to the top. Having the option would be nice.

There should be a Permissions feature available in Redtail Imaging for Folders. For example, a financial advisor that has their own folder with individual client folders within it should have the ability to be the only one with Permission to view their own folder (outside of database owner of course). It shouldn't be setup so that everyone can view each other's client folders, especially given the stepped up focus on cyber security and identity theft. I am really surprised this hasn't been corrected yet. Thank you.

Indexing under Institutional - "Add Missing"
It is offered under Personal, but NOT Institutional.

When in a client's document area, it would be helpful to:
1. Upload to RT Imaging from there
2. Go directly to the client that you are in when you click on "launch imaging"

Please make it easier to attached in a file from Imaging into an outlook email to be sent. please please please :)

We need to be able to search Imaging for folders that don't have a CRM contact linked.

If not a search, maybe add a sort option? We can sort by name, date and size. It would be helpful to sort by "linked" or "not linked."

We need a better way to find unlinked folders in Imaging without opening up each index and scrolling down to look for missing link icons.

make the underlying documents within a file searchable (we can search the text within the image) if we upload them in an OCR format.

In Redtail Retriever, it would be so helpful to allow all folders to be opened at the same time, instead of clicking through 4 folders to find a document, you could collapse one folder and view every sub folder and document within. This would be EXTREMELY help with navigation and retrieval of documents. I find myself clicking around a lot just to find what I'm looking for, even in a very organized file system.

In imaging have a feature to see the last person you were in like in tailwag.

In imaging, when linking contacts to their folders - Along multiple contacts to be linked to the imaging folder. Currently, once you have linked a contact, it takes you back to the list and you have to go thru finding the image folder, right clicking to link another contact, looking up that contact then selecting. When you have a family - (2) parents & multiple kids, Its VERY time consuming.