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.	Image Removed List of Applications in Wealthbox

Scroll down to the Docupace application and click Settings.

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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

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

2. Click Save to turn on the integration.

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