Open Docupace and proceed to Administration > Security > Security realm.
Opening Docupace Security realm
Rw step
Search for the relevant User ID and click the Edit link. The Security page opens.
Edit user’s security details
Rw step
Check that the list of Trusted SSO Realms includes Wealthbox.
Wealthbox realm for the user account
Rw step
Step 2: Configure Alias User Name in Docupace
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Rw ui steps macro
Rw step
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
Rw step
Scroll down to the Docupace application and click Settings.
Application settings
Rw step
Select and copy the code from the Your Docupace Alias field.
User Alias Settings in Wealthbox
Rw step
1
Log into your Docupace site. Proceed to Administration menu > List Domains.
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Docupace User Access Details
2
Open the User Access (300) domain.
3
Search for the corresponding user account and open account Details.
Rw step
1
Go to Alias User Name section.
Adding a new alias
2
Click +Add. The new alias window opens.
Rw step
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.
