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Redtail Retriever for Imaging: Features, Pricing, and Support


Redtail Retriever for Imaging Download: A Guide for Document Management




If you are looking for a paperless solution to organize and access your documents anytime, anywhere, you might want to consider Redtail Retriever for Imaging. This is a desktop application that allows you to upload, manage, backup, and archive your documents with Redtail Imaging, a cloud-based document management system. In this article, we will explain what Redtail Retriever for Imaging is, how to download and install it, and how to use it effectively.




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What is Redtail Retriever for Imaging?




Redtail Retriever for Imaging is a standalone desktop program that Redtail Imaging subscribers on PCs can use to upload, manage, and backup their Redtail Imaging library. Redtail Imaging is a cloud-based document management system that integrates with Redtail CRM, a customer relationship management software for financial professionals. With Redtail Imaging, you can store, index, search, and retrieve your documents online, as well as link them to your client records in Redtail CRM. You can also access your documents from any device with an internet connection.


Features and benefits of Redtail Retriever for Imaging




Redtail Retriever for Imaging offers several features and benefits that can help you streamline your document management process. Some of them are:


  • You can upload multiple files or folders at once by dragging and dropping them into the application.



  • You can download multiple files or folders at once by selecting them and clicking the download button.



  • You can create, rename, delete, move, or copy folders within the application.



  • You can view the details, history, and notes of any file or folder within the application.



  • You can backup your entire Redtail Imaging library or selected folders to your local drive or an external drive.



  • You can archive files or folders that you no longer need to access frequently, which will free up space in your Redtail Imaging account.



  • You can restore files or folders from your backup or archive in case of data loss or emergency.



  • You can integrate Redtail Retriever for Imaging with Redtail CRM and Outlook, which will allow you to synchronize your contacts and calendar activities between the two platforms.



How to download and install Redtail Retriever for Imaging




To download and install Redtail Retriever for Imaging, you need to have a subscription to Redtail Imaging and a PC with Windows operating system. You also need to have Microsoft .NET Framework 4.0 on your machine. If you don't have it, you will be prompted to download it during the installation process. Here are the steps to download and install Redtail Retriever for Imaging:


  • Log in to your Redtail CRM account and hover over the Help and Resources menu in the upper right corner.



  • Click the "Download Retriever for Tailwag" link in the resulting menu. This will start the download process.



  • Select "Run" when prompted by your browser. This will launch the installation wizard.



  • Follow the instructions on the wizard to choose your installation folder and user preferences.



  • Click "Next" until the installation is complete. Then click "Close".



  • You will see a new icon for Retriever for Tailwag on your desktop. Double click it to open the setup wizard.



  • Enter your Redtail CRM username and password and click "Login". This will connect your Retriever for Tailwag application with your Redtail Imaging account.



  • Choose your synchronization preferences and click "Finish". This will complete the setup process.



How to use Redtail Retriever for Imaging




Once you have downloaded and installed Redtail Retriever for Imaging, you can start using it to upload, manage, backup, and archive your documents with Redtail Imaging. Here are some tips on how to use the application effectively:


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How to upload and manage documents with Redtail Retriever for Imaging




To upload and manage your documents with Redtail Retriever for Imaging, you can use the drag and drop feature or the browse feature. Here are the steps to upload and manage your documents:


  • Open the Retriever for Tailwag application on your desktop.



  • Select the folder where you want to upload your documents from the left panel. You can also create a new folder by right-clicking on an existing folder and choosing "New Folder".



  • Drag and drop the files or folders that you want to upload from your local drive to the right panel. You can also click the "Upload" button and browse for the files or folders that you want to upload.



  • Wait for the upload process to finish. You will see a green check mark next to each file or folder that has been uploaded successfully.



  • You can view the details, history, and notes of any file or folder by right-clicking on it and choosing "Properties". You can also rename, delete, move, or copy any file or folder by right-clicking on it and choosing the appropriate option.



How to backup and archive documents with Redtail Retriever for Imaging




To backup and archive your documents with Redtail Retriever for Imaging, you can use the backup feature or the archive feature. Here are the steps to backup and archive your documents:


  • Open the Retriever for Tailwag application on your desktop.



  • Select the folder that you want to backup or archive from the left panel. You can also select multiple folders by holding down the Ctrl key while clicking on them.



  • Click the "Backup" button or the "Archive" button on the top menu bar.



  • Choose a destination folder for your backup or archive from your local drive or an external drive. You can also create a new folder by clicking the "New Folder" button.



  • Click the "Start" button to begin the backup or archive process. You will see a progress bar showing the status of the process.



  • Wait for the backup or archive process to finish. You will see a message confirming that the process has been completed successfully.



  • You can restore any file or folder from your backup or archive by right-clicking on it and choosing "Restore". You can also delete any file or folder from your backup or archive by right-clicking on it and choosing "Delete".



How to integrate Redtail Retriever for Imaging with Redtail CRM and Outlook




To integrate Redtail Retriever for Imaging with Redtail CRM and Outlook, you need to have a subscription to Redtail CRM and Outlook installed on your machine. You also need to have an internet connection. Here are the steps to integrate Redtail Retriever for Imaging with Redtail CRM and Outlook:


  • Open the Retriever for Tailwag application on your desktop.



  • Click the "Settings" button on the top menu bar.



  • Select the "Integration" tab from the left panel.



Check the box next to "Enable CRM Integration" and enter your Redtail CRM username and password. Click "Save". This will allow you to link your documents in Redtail Imaging with yo


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