Accessing the Docupace Dashboard

Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.

Date	Changes

Date	Changes
August 2023	Formatting.

Accessing the Docupace Dashboard

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)).

Audience: Advisors and Financial Professionals, who are users of Salesforce.

Functionality: You can open the Dashboard on the connected Docupace site using Single Sign-On (SSO).

Related Pages

Page:
Salesforce (Glossary)
Page:
Confirming Successful Docupace Update (Docupace Platform User Guides)
Page:
Uninstalling the Docupace Unmanaged Package from Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Work Items in Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Documents in Salesforce (Docupace Platform User Guides)