Redtail Email

Redtail Email

Standard
Cloud

Redtail integrates directly with Smarsh capture & archiving solutions to help your organization meet its recordkeeping, supervision, and e-discovery obligations. Your team can review large quantities of email and identify risk faster, more easily, and more effectively.

  • Redtail email is geared towards financial services professionals and integrates directly with the Redtail CRM so users have their email correspondence dynamically linked to client records.
  • Smarsh captures all Redtail email communications alongside additional metadata and recipient data, including BCC recipients and distribution group recipients using envelope journaling.
  • With its ease of integration, secured transport via TLS encryption, and robust functionality, Smarsh provides an ideal solution for archiving your organization’s email sent through the Redtail server.

Key Features

API driven Capture

Direct source capture

Redtail email archiving is supported through journaling. Email is captured in its native format so it retains proper context, directly from the source.
Messagethreading&directionality

Message directionality

Users can search for messages and see the direction of each message, including whether it was sent internally or externally, whether a message was outbound or inbound.
Identity Integrations

Identity integrations

Users can manage profiles across all archived communication channels with automated identity management.
Attach

Attachments support

Archiving and indexing of images and files is supported and they can be viewed or downloaded in their original form and context.
Work Archive Access

Personal Archive compatibility

Employees can be provided with access to their historical email through the Personal Archive (Connected Archive Professional Cloud).
Security

IP restrictions and encryption

Smarsh capture & archiving solutions are delivered with top-tier security, management and operational controls. All data is encrypted in transit and at rest and is stored in immutable, compliant format.

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Other supported Email channels

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Tell us about yourself, and we’ll be in touch right away.

Smarsh handles information you submit to Smarsh in accordance with its Privacy Policy. By clicking "submit", you consent to Smarsh processing your information and storing it in accordance with the Privacy Policy and agree to receive communications from Smarsh and its third-party partners regarding products and services that may be of interest to you. You may withdraw your consent at any time by emailing privacy@smarsh.com.