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Tip: Alias for a User Access record can also be updated via .ACL file load. This approach is advisable when adding information for multiple users at the same time. See How to Process Data Files: Filling Out Each Data File section for more information. |
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Important: If the .ACL file for your site doesn’t contain the |
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View the user alias in Wealthbox. Check this by opening the settings menu next to the user nameusername and selectselecting the Applications menu. The list of applications is displayed.  List of Applications in Wealthbox
Scroll down to the Docupace application and click Settings.  Application settings
Select and copy the code from the Your Docupace Alias field.  User Alias Settings in Wealthbox
Log into your Docupace site . Proceed to Administration menu > List Domains. |  Docupace User Access Details | |||||
| 2 | Open the User Access (300) domain. | |||||
| 3 | Search for the corresponding user account and open account Details. |
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Go to Alias User Name section.
Adding a new alias
Click +Add. The new alias window opens.
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Open your User Settings.
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Go to the API Credentials section of the User Profile and click the Edit icon next to the Wealthbox field.
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Paste the username from Wealthbox and click Save
. You are returned to the User Access Details page. The new alias appears in the
Alias User NamesAPI Credentials list.
Alias User Names list
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Docupace Configured: You may proceed now to the next steps outlined in Part 2: Configuring Wealthbox. |