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Configure settings for Wealthbox integration according to the following simple steps:

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Configure Integration Settings for the Docupace Application

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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.

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List of Applications in Wealthbox

Rw step

Scroll down to the Docupace application and click Settings.

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Rw step
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  1. Paste the URL of your site into the Enter your Docupace URL field.

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Manage Custom Settings for Docupace Integration

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

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  1. Click Save to turn on the integration.

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