Be able to delete documents such as closed account documents that don't need to be held in imaging after 5 yrs.

Redtail Imaging does not currently have user permissions like the CRM does, which means that anyone with access to the CRM can access the entire imaging archive. Although there are different "libraries" there is nothing to stop any user from accessing all libraries, or using the search function which queries across libraries. This is an issue for growing offices of multiple advisors with separate books or keeping any amount of sensitive firm records on the imaging system.

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.

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.

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.

Applying searchable indexes is a fantastic way to quickly parse through a lot of data and identify only relevant information. However, sometimes we need that information in more than an on screen result. Please add the capability to print the results of an index search in Imaging. Better yet, it would be incredible if we could export that information to a CSV file.

There needs to be a way to sort the list alphabetically vs date updated so that you could index all of a clients files quickly. Date uploaded isn't very helpful. The being able to index multiple files at once is a great improvement, but if all the documents aren't together on the same page it makes it more difficult to be efficient.