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NetDocuments (SP-initiated) Integration Guide


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


1. Have a NetDocuments account

2. Contact NetDocuments support ( to register the domain to the repository

3. Create a New Realm for the NetDocuments integration

4. 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



1. In the Profile Fields section, map the directory fields that contain the user's First Name (e.g. givenName), Last Name (e.g. sn), and Email Address (e.g. mail) to the SecureAuth IdP Properties (e.g. First Name, Last Name, and Email 1)


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

Post Authentication


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

3. An unalterable URL will be auto-populated in the Redirect To field, which appends to the domain name and realm number in the address bar (Authorized/SAML20SPInit.aspx)

User ID Mapping


4. Select the SecureAuth IdP Property that corresponds to a User ID that maps to the User ID used within the NetDocuments tenant

A unique value that will not change, such as sAMAccountName, is preferred, which is typically the Authenticated User ID SecureAuth IdP Property

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

6. Select False from the Encode to Base64 dropdown

SAML Assertion / WS Federation


7. Set the SAML Consumer URL to

8. Set the WSFed/SAML Issuer to

9. Set the SAML Audience to

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

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

12. Select True from the Sign SAML Assertion dropdown


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


15. 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

16. Provide the Domain in order to Download the Metadata File, which is utilized in the NetDocuments Configuration Steps


The client must be able to resolve the FQDN entered

SAML Attributes / WS Federation


17. Set the Name of Attribute 1 to

18. Select Basic from the Format dropdown

19. Select Email 1 (or the SecureAuth IdP Profile Property that is mapped to the user's email address directory attribute) from the Value dropdown

20. Set the Name of Attribute 2 to

21. Select Basic from the Format dropdown

22. Select First Name from the Value dropdown

23. Set the Name of Attribute 3 to

24. Select Basic from the Format dropdown

25. Select Last Name from the Value dropdown


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.


NetDocuments Configuration Steps


1. Log into NetDocuments and navigate to the admin area

2. Access the Add / Remove Users and Groups page, and select Configure advanced authentication options

3. Select Other from the Federated identity server type in the Step 1 section

4. Select Browse in the Step 3.b section to upload the Metadata file downloaded from the SecureAuth IdP Web Admin (step 16)