Log into your Docupace site (if not logged in already). Proceed to the Administration menu and configure the following settings for Wealthbox integration.
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In order to access Wealthbox-related features, the user must be granted access to the respective security realm. Check in Administration > Security > Security realm that the list of Trusted SSO Realms for the user includes Wealthbox.
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Open Docupace and proceed to Administration > Security > Security realm. |  Image ModifiedOpening Docupace Security realm |
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Search for the relevant User ID and click the Edit link. The Security page opens. |  Image ModifiedEdit user’s security details |
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Check that the list of Trusted SSO Realms includes Wealthbox. |  Image ModifiedWealthbox realm for the user account |
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Step 2: Configure Alias User Name in Docupace
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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. |
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Result
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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. |  Image ModifiedList of Applications in Wealthbox |
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Scroll down to the Docupace application and click Settings. |  Image ModifiedApplication settings |
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Select and copy the code from the Your Docupace Alias field. |  Image ModifiedUser Alias Settings in Wealthbox |
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| 1 | Log into your Docupace site. Proceed to Administration menu > List Domains. |
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 Image AddedDocupace User Access Details |
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| 2 | Open the User Access (300) domain. |
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| 3 | Search for the corresponding user account and open account Details. |
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| 1 | Go to Alias User Name section. |  Image ModifiedAdding a new alias |
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| 2 | Click +Add. The new alias window opens. |
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| 1 | 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. |  Image ModifiedAlias User Names list |
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| 2 | Click Save and Close to exit the Details screen. |
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