Redtail Imaging integration with Windows file explorer
Using Redtail Imaging or CRM Documents requires the user to upload a document. This process is easy, but it does require an additional step. Currently when a document is created for a client it then must be scanned and saved to a "local" destination and then uploaded to the respective Redtail location. If a document is downloaded the same procedure is required: download to a local destination and then upload it to Redtail. Since both Imaging and CRM Documents are cloud storage like OneDrive or Google Drive it would streamline the process of getting documents into the client's profile if there was an integration allowing the Redtail Imaging or CRM Documents to be added to Windows File Explorer to be used like it was a local drive.