Not being able to move multiple folders at once is extremely tedious and time-consuming. For instance, I want to make alphabetized folders for clients (all clients with last names A-C are in one folder, etc.) However, I have to move each and every client separately and it's taking forever. It would be a lot more efficient if you could simply drag and drop multiple clients into a designated folder.

There should be a way to add labels to your uploads. for example: Advisor #, Document name, investment company, etc. This way I can differentiate the documents in the folder without having to rename the file name or searching thru every document until I find the one I want.

Give an option to see a diagram (overview) of all parent folders/subfolders when creating a template. It would be helpful to be able to see the general overview of the entire file with all folders and subfolders shown on one screen.

When moving a file from one folder to another on Redtail Imaging, you cannot move more than one file at a time. Additionally, when trying to move files, you must go through each folder, which is extremely time consuming. There should be an easier process for moving files through Redtail Imaging.

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.

If a client has multiple folders for each service, color coding for the folders would be helpful for a quick find. We color code services in our office and it would be very helpful if Imaging would allow us to do the same.

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.