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Configure settings for Docupace according to the following two steps:

Step 1: Configure Docupace OAuth Providers Settings

Open Authorization (OAuth) is a standard, token-based protocol for authorization. To allow calls from Salesforce to Docupace and communication back, it is necessary to set the same unique ID and secret key on both systems' sides.

Rw ui steps macro

Rw step Open the OAuth Providers Settings (626) domain. Note: This domain is created as part of the Salesforce integration process. If it does not exist on your site, please contact Support. Rw step In case you have not copied the items, to find the necessary OAuth data in Salesforce go to Setup > Platform Tools > Apps > App Manager. Locate your app in the Lightning Experience App Manager. Open the dropdown for the app entry and click View then click Manage Consumer Details. Copy the Consumer Key and Secret values and return to Docupace. Rw step Click New OAuth Providers Settings to create a new entry for the OAuth Providers Settings (626) domain. Rw step Fill out the settings as follows: Setting Description Value OAuth Provider Name of the CRM, where the OAuth information will come from. By default, this must be SALESFORCE. SALESFORCE OAuth Provider Environment Enter the API Name for the Connected App that was used in Salesforce. (Copied from Connected App data.) Docupace_Financial_Test_1_Preprod OAuth Client Id Enter the Consumer Key that was generated by Salesforce. [Consumer Key copied from Connected App data.] OAuth Client Secret Enter the Consumer Secret that was generated by Salesforce. [Consumer Secret copied from Connected App data] OAuth Provider Domain The URL of the Salesforce site that will be integrated with Docupace. Examples: https://login.salesforce.com (for a live production site) https://test.salesforce.com (for a Sandbox test site) https://docupace.lightning.force.com https://companyname.lightning.force.com https://docupace--docusand.lightning.force.com Rw step Click Save to finish and return to the domain.

Step 2: Configure Alias User Name in Docupace

In order to use SSO (Single Sign-On) functionality, when moving from Salesforce screens to Docupace screens, it is necessary for Docupace to recognize your Salesforce username. To do this, your Salesforce username is added as an alias in your Docupace User account. That way, when you open a Docupace screen from Salesforce, you will not have to enter a password, the system will recognize you automatically.

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Rw ui steps macro

Rw step View your username in Salesforce. Check this by opening your user Settings section. Image RemovedImage Added Rw step The window with My Personal Information opens. Locate the Username, select, and copy it. Rw step Log into your Docupace site. Proceed to Administration menu > List Domains. Rw step Open the User Access (300) domain. Rw step Search for your user account and open account Details. Image RemovedImage Added Rw step Go to Alias User Name section. Rw step Click +Add. The new alias window opens. Rw step Paste the username from Salesforce and click Save. You are returned to the User Access Details page. The new alias appears in the Alias User Names list. Rw step Click Save and Close to exit the Details screen.

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