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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.

List of Applications in Wealthbox

Rw step

Scroll down to the Docupace application and click Settings.

Application settings

Rw step

1

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

Manage Custom Settings for Docupace Integration

2

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

3

Click Save to turn on the integration.

Rw ui steps macro

Rw step

Testing Testing

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Rw ui steps macro

Rw step

testing testing

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