Integrations with popular CRM and line of business applications as well as a fully featured API for capturing and viewing documents from other applications

Out of the Box Integrations
REST API
Out of the Box Integrations
Advisors Assistant Integration

With the Advisors Assistant integration, documents can be captured into ReadyDoc from within the familiar confines of Advisors Assistant, with virtually no learning curve for Advisors Assistant users. Document links within Advisors Assistant reference documents stored in the ReadyDoc cloud application, and support is also provided for folder links to open Client folders within the ReadyDoc cloud application.

Redtail Integration

With the Redtail Integration option, documents can be captured into ReadyDoc from within the familiar confines of Redtail CRM, and key client meta data can automatically be associated with documents in ReadyDoc. Likewise, searches for client documents in ReadyDoc can be invoked from Redtail CRM, based on the currently viewed client contact record.

Salesforce Integration

With the SalesForce Integration option, documents can be captured into ReadyDoc from within the familiar confines of SalesForce CRM, and key client meta data can automatically be associated with documents in ReadyDoc. Likewise, searches for client documents in ReadyDoc can be invoked from SalesForce, based on the currently viewed client contact record.

Smartoffice Integration

With the SmartOffice Integration option, documents can be captured into ReadyDoc from within the familiar confines of SmartOffice CRM, and key client meta data can automatically be associated with documents in ReadyDoc. Likewise, searches for client documents in ReadyDoc can be invoked from SmartOffice, based on the currently viewed client contact record.

REST API

Rest API

This method involves referencing the ReadyDoc REST API to send documents directly to ReadyDoc, with or without a pre-assigned document unique identifier, and receiving back a confirmation that includes the document unique identifier. After the documents are in ReadyDoc, they can be accessed either by logging into the ReadyDoc Cloud application, or by launching the ReadyDoc Document viewer window using an API call, or by pulling them down as a byte stream to be served up in a proprietary application/viewer via an API call.

XML Integration

This method involves constructing XML files from a 3rd party application that contain the metadata to be associated with a ReadyDoc index card, along with a reference to the file to be uploaded, along with a pre-assigned unique identifier for the document in the form of a GUID