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Redtail Imaging

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report)!

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We know that you have fabulous ideas and would love to hear what you need our document storage products to do in order to help you transition your office to a paperless environment!

Please use this section to let us know how Redtail Imaging should work, look, and feel!

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3 results found

  1. Checking for duplicates in "New Imaging"

    In the old "Retriever for imaging" we used to be able to upload an entire folder tree (and its contents) and "Retriever" would check the existing folder tree on your side for duplicates and ONLY upload NEW ITEMS within a folder. Can you please make that upgrade in "New Imaging". We find it incredibly cumbersome and really impossible to remember which files we need to upload per each client, per each client folder. The computer used to do all the comparative work for us and only upload what was new. That was fantastic! Thanks for your consideration!!!

    6 votes
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    Reviewed  ·  0 comments  ·  Files/ Folders  ·  Admin →
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  2. Email attachment from imaging

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

    72 votes
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    9 comments  ·  Files/ Folders  ·  Admin →
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  3. Provide an option to grant client access to a folder or subfolder..

    The feature is mentioned here: http://corporate.redtailtechnology.com/library-views-library-actions-and-statistics-in-imaging/. The feature appears to have never gotten off the ground. If, like with Dropbox, we could provide an email link to the folder, that would help us share documents with CPA's, attorneys, and clients that we work with.

    76 votes
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    7 comments  ·  Files/ Folders  ·  Admin →
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