Redtail Technology - Client Relationship Management Software
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Strength in simplicity.

.: Folder Based Management 
Start with three core file libraries and then expand into
unlimited sub folder creation. Manage separate libraries for Client and
Corporate documents from one simple to use interface.

.: Database and File Based Indexing 
Each file is automatically indexed using our Database Indexing Engine and all index data is additionally stored with each file for additional redundancy. This enables users to have complete indexing and retrieval options whether they use Redtail Imaging or not.

.: Web Based Scanning 
No software scanning. Acquire images from any TWAIN or WIA compatible scanner or device. Supports Automatic Documents Feeders (ADF) and Duplex modes. Scan directly to your browser where you can make changes before saving the images to an archive library.

.: Batch File Uploads
Upload as many files as you would like at any time. Using the File Upload tool you can send hundreds of files from many locations into the archive at one time. This is especially helpful for offices that have been scanning documents onto a local server and need to migrate them to Redtail Imaging.

.: Searchable PDF Creation
Create searchable PDF files on the fly from almost any document file type with just a click.

.: Redtail CRM Integration
Link files and folders to client records in your Redtail CRM database so that you can view and access client files from either location. CRM users also have seamless sign on capability from the client record and use one login for access to both systems.

.: Audit Trail and File Access Logs
Complete audit and access histories are recorded on all files and folders. Track when files are saved or downloaded, when indexes change and when files or folders are added, moved, renamed or deleted.

.: Optical Character Recognition (OCR)
Automatic OCR picks up words ad phrases from nearly any scanned image or uploaded TIF file. Added to this process is the Full Text Catalog that lets you search for any words or phrases within your libraries instantly.

.: 10 GB Storage Included
The largest default file storage archive of any hosted application. With 10 GB of storage you can scan up to 5 file cabinets and still have room left over. Increase your storage limits incrementally at any time.

.: TIF Annotations
Add sticky notes, stamps, highlights, arrows and free text annotations to any TIF image as separate overlay files so that the original image is never altered. Annotations can also be embedded into searchable PDF files.


 

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