Log into your Docupace site (if not logged in already). Proceed to the Administration menu and configure the following settings for Wealthbox integration.
Configure settings for Docupace according to the following two steps:
Prerequisite: Summer 2020 Release + the following script: apply_dbrelam_sql_master script enabled
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. |  Opening Docupace Security realm |
Search for the relevant User ID and click the Edit link. The Security page opens. |  Edit user’s security details |
Check that the list of Trusted SSO Realms includes Wealthbox. |  Wealthbox realm for the user account |
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In order to use SSO (Single Sign-On) functionality, when moving from Wealthbox screens to Docupace screens, it is necessary for Docupace to recognize the Wealthbox username. To do this, the Wealthbox user alias is added as an alias in the Docupace User Access record. That way, when the user opens a Docupace screen from Salesforce, they will not have to enter a password, the system will recognize them automatically.
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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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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 |
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 |
| 1 | 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. |
| 1 | Go to Alias User Name section. |  Adding a new alias | | 2 | Click +Add. The new alias window opens. |
| 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. |  Alias User Names list | | 2 | Click Save and Close to exit the Details screen. |
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