Redtail Imaging

Redtail Imaging is a document management solution offered by Redtail Technology. According to the vendor, the software aims to streamline and simplify the process of accessing and managing important paperwork for small to large-sized companies. The target industries for Redtail Imaging include financial advisors, insurance agents, legal professionals, real estate agents, and healthcare providers.

Key Features

Access: According to the vendor, Redtail Imaging allows users to easily retrieve files and folders, providing flexibility in organizing documents. Users can add or remove folders from the Imaging database.

Folder Actions: The updated user interface of Redtail Imaging offers various options for working with folders, according to the vendor. Users can perform actions such as renaming, moving, deleting, and sharing folders through the folder details panel.

Navigation: Redtail Imaging provides convenient navigation options accessible from the left navigation bar, according to the vendor. Users can quickly access the Home (Imaging Dashboard), Recent, Archive, and History tabs.

Folder Structure: According to the vendor, Redtail Imaging offers three ways to add folders: using the "Create Folder" button, dragging and dropping folders, or dragging and dropping folder structures. This flexibility allows for efficient organization and management of documents.

Backups: Redtail Imaging provides easy access to backups of archived images, ensuring data recovery in case of emergencies, according to the vendor. Users can archive folders or images individually or in bulk.

Settings: The Settings page in Redtail Imaging provides a comprehensive view of Imaging Workspace settings, according to the vendor. Settings are divided into three categories: Indexes, Integrations, and Members. Users can easily configure and manage their Imaging settings for optimal document management.