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Introduction: These features are available once the Salesforce and Docupace integration is set up for your site. |
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Accessing the Docupace Dashboard (Menu Item)
Once the integration is set up, Salesforce .com users can open their Dashboard on the corresponding Docupace site without providing additional log-on information (both systems are connected with a Single Sign-On (SSO)).
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Open any account or contact in Salesforce. Docupace items appear under the drop-down menuas buttons in the top pane. Click the Docupace Dashboard menu item. Image RemovedImage Added
The Docupace site will open directly to the Dashboard. You will see any work items assigned to you in Docupace or proceed to search for any items you require in the system.
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Audience: Advisors and Financial Professionals, who are users of Salesforce.com. Business Analysts and Developers who need to connect Salesforce.com to Docupace.
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Functionality: You can open the Dashboard on the connected Docupace site using Single Sign-On (SSO). |
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