Versions Compared

Old Version 9

changes.mady.by.user Nataliia Plakhtii

Saved on

compared with

New Version 10

changes.mady.by.user Mercedes Rothwell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Step 1: Configure Integration Settings for the Docupace Application

Manage Custom Settings for Docupace Integration

  1. Select Enable radio button for the Enable or Disable the Docupace integration in Wealthbox field.

  1. Click Save to turn on the integration.

Image Added
Rw ui steps macro
Rw step

Go to the settings menu next to the user name and select the Applications menu. The list of applications is displayed.

Image RemovedList of Applications in WealthboxImage Added
Rw step

Scroll down to the Docupace application and click Settings.

Image RemovedImage AddedApplication settings
Rw step
1

  1. Paste the URL of your site into the Enter your Docupace URL field.

Image Removed		23