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:

Step 1: Configure Security Realm Access

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.

Step 2: Configure Alias User Name in Docupace

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.