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Step 1: Configure Security Realm Access

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Tip

Prerequisites: 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 inunder 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.

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Search for the relevant User ID and click the Edit link. The Security page opens.

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Check that the list of Trusted SSO Realms includes Wealthbox.

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Step 2: Configure Alias

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Username in Docupace

In order to To use SSO (Single Sign-On) functionality, when moving from Wealthbox screens to Docupace screens, it is necessary for Docupace to must recognize the Wealthbox username. To do this, the Wealthbox user alias is added you or an administrator must add your Wealthbox username as an alias in the your Docupace User Access recordaccount. That way, when the user opens a Docupace screen from SalesforceWealthbox, they will not have to enter a password, the system will recognize them automatically.

Tip

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. See How to Process Data Files: Filling Out Each Data File section for more information.

Note

Important: If the .ACL file for your site doesn’t contain the alias_user_name_clear and the alias_user_name columns, submit a request to Docupace Support. They will update the DocuCapture logic for your site.

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View the user alias in Wealthbox. Check this by opening the settings menu next to the

user name

username and

select

selecting the Applications menu. The list of applications is displayed.

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List of Applications in Wealthbox

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Scroll down to the Docupace application and click Settings.

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Select and copy the code from the Your Docupace Alias field.

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Log into your Docupace site

. Proceed to Administration menu > List Domains

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Docupace User Access Details

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Open the User Access (300) domain.

3Search for the corresponding user account and open account Details.

Open your User Settings.

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Go to

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Adding a new alias

2Click +Add. The new alias window opens.

the API Credentials section of the User Profile and click the Edit icon next to the Wealthbox field.

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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

API Credentials list.

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Alias User Names list

2Click Save and Close to exit the Details screenWealthbox2023_AliasDP.pngImage Added
Tip

Docupace Configured: You may proceed now to the next steps outlined in Part 2: Configuring Wealthbox.