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DocuSign (IdP-initiated) Integration Guide

Introduction

Use this guide to enable Multi-Factor Authentication and Single Sign-on (SSO) access via SAML to DocuSign.

For Service Provider SP-initiated access, refer to DocuSign (SP-initiated) Integration Guide

Prerequisites

1. Obtain a DocuSign account with administrator permissions

2. Create a New Realm for the DocuSign integration

3. Configure the following tabs in the Web Admin before configuring the Post Authentication tab:

  • Overview – the description of the realm and SMTP connections must be defined

  • Data – an enterprise directory must be integrated with SecureAuth IdP

  • Workflow – the way in which users will access this application must be defined

  • Multi-Factor Methods – the Multi-Factor Authentication methods that will be used to access this page (if any) must be defined

SecureAuth IdP Configuration Steps

Data

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1. In the Profile Fields section, map the directory field that contains the user's first name to the First Name Property, e.g. givenName

2. Map the directory field that contains the user's last name to the Last Name Property, e.g. sn

3. Map the directory field that contains the user's email address to the Email 1 Property, e.g. mail

Warning

Click Save once the configurations have been completed and before leaving the Data page to avoid losing changes

Post Authentication

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4. Select SAML 2.0 (IdP Initiated) Assertion Page from the Authenticated User Redirect dropdown in the Post Authentication tab in the Web Admin

User ID Mapping

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5. Select the SecureAuth IdP Property that corresponds to the directory field that contains the DocuSign ID, e.g. Authenticated User ID

6. Select urn:oasis:names:tc:SAML:1.1:nameid-format:persistent from the Name ID Format dropdown

7. Select False from the Encode to Base64 dropdown

SAML Assertion / WS Federation

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8. Set the Consumer URL to https://www.docusign.com/SAML/

9. Set the WSFed/SAML Issuer to a Unique Name that will be shared with DocuSign

The WSFed/SAML Issuer must match exactly on the SecureAuth IdP side and the DocuSign side

10. Set the SAML Recipient to https://www.docusign.com/SAML/

11. Set the SAML Offset Minutes to make up for time differences between devices

12. Set the SAML Valid Hours to limit for how long the SAML assertion is valid

Note

No configuration is required for the WSFed Reply To/SAML Target URL, SAML Audience, or SP Start URL fields

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13. Leave the Signing Cert Serial Number as the default value, unless there is a third-party certificate being used for the SAML assertion

If using a third-party certificate, click Select Certificate and choose the appropriate certificate

14. Provide the Domain in order to Download the Metadata File to send to DocuSign (if required)

SAML Attributes / WS Federation

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15. Set the Name of Attribute 1 to emailaddress

16. Set the Namespace (1.1) to http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress

17. Select Email 1 from the Value dropdown

18. Set the Name of Attribute 2 to surname

19. Set the Namespace (1.1) to http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname

20. Select Last Name from the Value dropdown

21. Set the Name of Attribute 3 to givenname

22. Set the Namespace (1.1) to http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname

23. Select First Name from the Value dropdown

Warning

Click Save once the configurations have been completed and before leaving the Post Authentication page to avoid losing changes

Forms Auth / SSO Token

Optionally, in the Forms Auth / SSO Token section, click the View and Configure FormsAuth keys/SSO token link to configure the token/cookie settings and configure this realm for SSO.

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DocuSign Configuration Steps

Contact DocuSign to enable the SAML functionality.

In this section: