...
Step | Result | |
|---|---|---|
| 1 | Open Docupace and proceed to Administration > Security > Security realm. |  Opening Docupace Security realm |
| 2 | Search for the relevant User ID and click the Edit link. The Security page opens. |  Edit user’s security details |
| 3 | Check that the list of Trusted SSO Realms includes Wealthbox. |   Wealthbox realm for the user account |
...
Step | Result | |
|---|---|---|
| 1 | View the user alias in Wealthbox. Check this by opening the settings menu next to the user name and select Applications menu. The list of applications is displayed. |  List of Applications in Wealthbox |
| 2 | Scroll down to the Docupace application and click Settings. |  Application settings |
| 3 | Select and copy the code from the Your Docupace Alias field. |  User Alias Settings in Wealthbox |
| 4 | Log into your Docupace site. Proceed to Administration menu > List Domains. |   Docupace User Access Details |
| 5 | Open the User Access (300) domain. | |
| 6 | Search for the corresponding user account and open account Details. | |
| 7 | Go to Alias User Name section. |  Adding a new alias |
| 8 | Click +Add. The new alias window opens. | |
| 9 | 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 Names list. |  Alias User Names list |
| 10 | Click Save and Close to exit the Details screen. |
...