DocuSign cloud application

You must be signed in as a super administrator for this task.

Using Security Assertion Markup Language (SAML), your users can use their Google Cloud credentials to sign in to enterprise-cloud applications.

Set up SSO via SAML for DocuSign

Here's how to set up single sign-on (SSO) via SAML for the DocuSign application.  

Step 1: Get Google identity provider (IdP) information
  1. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Click Add appand thenSearch for apps.
  4. Enter DocuSign in the search field.
  5. In the search results, hover over the DocuSign SAML app and click Select.
  6. On the Google Identity Provider details page:
    • Copy and save the SSO URL.
    • Copy and save the Entity ID.
    • Download the Certificate file.

Leave the Admin console open, you'll continue with the configuration wizard after performing the next step in DocuSign.

Step 2: Set up DocuSign as a SAML 2.0 service provider (SP)
  1. In a new browser tab, sign in to your DocuSign account at https://<your_subdomain>.docusign.com as an Organization Admin.
  2. Under Organization, click Domains.
  3. Click Claim Domain.
  4. In Domain Name, enter your organization's email domain, then click Claim.

    The Validate Your Domain window opens showing a TXT token generated for you.

  5. Update your domain's DNS records to included the generated TXT token.
  6. After the TXT token is active, choose Actions and then Validate.

    When a domain is validated, its status changes from Pending Validation to Validated.

  7. Click Identity Providers and then Add Identity Provider.
  8. Enter the following information:
    1. Identity Provider Login URL:  The SSO URL you copied in Step 1 above.
    2. Identity Provider Issuer​:  The Entity ID you copied in Step 1.
  9. Click the Add Certificate button at the bottom of the page.
  10. Upload the X.509 certificate you downloaded in Step 1.
  11. Click Save to exit.
  12. Click the Actions​ button next to your new, valid listing, and select Endpoints.
  13. Locate the following values:
    • Service Provider Assertion Consumer Service URL
    • Service Provider Issuer URL
    • Service Provider Login URL

    You'll use these Endpoint URLs to finish SSO configuration in the Google Admin console in Step 3 below.

Step 3: Finish SSO configuration in Admin console
  1. Return to the Google Admin console browser tab.
  2. On the Google Identity Provider details page, click Continue.
  3. On the Service provider details page, replace the default ACS URLEntity ID, and Start URLs with the endpoint URLs from the open DocuSign browser tab, as follows:
    • ACS URL: Service Provider Assertion Consumer Service URL.
    • Entity ID: Service Provider Issuer URL.
    • Start URL: Service Provider Login URL
  4. Click Continue.
  5. On the Attribute Mapping page, click the Select field menu and map the following Google directory attributes to their corresponding DocuSign attributes:
     
    Select category DocuSign attribute
    Basic Information > First Name name
    Basic Information > Primary Email emailaddress
  6. Click Add New Mapping and add the following two additional attributes:
     
    Select category DocuSign attribute
    Basic Information > Last Name surname
    Basic Information > First Name givenname
  7. Click Finish.
Step 4: Enable the DocuSign app
  1. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Select DocuSign.
  4. Click User access.
  5. To turn on or off a service for everyone in your organization, click On for everyone or Off for everyone, and then click Save.

  6. (Optional) To turn a service on or off for an organizational unit:

    1. At the left, select the organizational unit.
    2. Select On or Off.
    3. Click Override to keep your setting if the service for the parent organizational unit is changed.
    4. If Overridden is already set for the organizational unit, choose an option:
      • Inherit—Reverts to the same setting as its parent.
      • Save—Saves your new setting (even if the parent setting changes).

    Learn more about organizational structure.

  7. (Optional) Turn on the service for a group of users.
    Use access groups to turn on a service for specific users within or across your organizational units. Learn more

  8. Ensure that your DocuSign user account email IDs match those in the domain for your Google service.
Step 5: Verify that the SSO is working

DocuSign supports both Identity Provider (IdP) initiated and Service Provider (SP) initiated SSO. Follow these steps to verify SSO in either mode:

IdP-initiated

  1. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Select DocuSign.
  4. At the top left, click Test SAML login

    DocuSign should open in a separate tab. If it doesn’t, use the information in the resulting SAML error messages to update your IdP and SP settings as needed, then retest SAML login.

SP-initiated

  1. Open https://www.docusign.net, enter your Google Workspace email address and click Continue. Do not enter your password on the next screen. Click Use Company Login​ instead. You should be automatically redirected to the Google sign in page.
  2. Enter your sign in credentials.
  3. After your sign in credentials are authenticated you're automatically redirected back to DocuSign.

For more detailed information on configuring DocuSign SSO, see the DocuSign SSO Implementation Guide.

Step 6: Set up auto-provisioning

As a super administrator, you can automatically provision users in the DocuSign application.



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