Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Info |
---|
Introduction: These features are available once the Salesforce and Docupace integration is set up for your site. |
Expand | ||||
---|---|---|---|---|
| ||||
|
Accessing the Docupace Dashboard (Menu Item)
Once the integration is set up, Salesforce users can open their Dashboard on the corresponding Docupace site without providing additional log-on information (both systems are connected with a Single Sign-On (SSO)).
Rw ui steps macro | ||||
---|---|---|---|---|
Open any account in Salesforce. Docupace items appear as buttons in the top pane. Click Docupace Dashboard. Image RemovedImage Added
The Docupace site will open directly to the Dashboard. You will see any work items assigned to you in Docupace or proceed to search for any items you require in the system.
|
Audience: Advisors and Financial Professionals, who are users of Salesforce.com. Business Analysts and Developers who need to connect Salesforce.com to Docupace.
Info |
---|
Functionality: You can open the Dashboard on the connected Docupace site using Single Sign-On (SSO). |
Filter by label (Content by label) | ||||||||
---|---|---|---|---|---|---|---|---|
|