Docusign cloud app

Using the SAML 2.0 standard, you can configure single sign-on (SSO) for a number of cloud apps. After you set up SSO, your users can use their Google Workspace credentials to sign in to an app using SSO.

Use SAML to set up SSO for Docusign

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

Step 1: Set up Google as a SAML identity provider

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps.
3. Click Add appSearch for apps.
4. For Enter app name, enter Docusign.
5. In the search results, point to Docusign and click Select.
6. In the Google Identity Provider details window, for Option 2: Copy the SSO URL, entity ID, and certificate:
   1. Next to SSO URL, click Copy and save the URL.
   2. Next to Entity ID, click Copy and save the entity ID.
   3. Next to Certificate, click Download and save the certificate.
      You need these details to complete the setup in Docusign.
7. Leave the Admin console open. You'll continue with the configuration in the Admin console after the setup steps in the app.

Step 2: Set up Docusign as a SAML 2.0 service provider

1. Open an Incognito browser window, go to https://<your_subdomain>.docusign.com, replace <your_subdomain> with your Docusign subdomain, and sign in with your Docusign administrator account.
2. In the Organization section, click DomainsClaim Domain.
3. For Domain Name, enter your organization's email domain, and then click Claim.

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

4. Update your domain's DNS records to include the generated TXT token.
5. After the TXT token is active, select ActionsValidate.

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

6. Click Identity ProvidersAdd Identity Provider.
7. Complete the following steps:
   1. For Identity Provider Login URL, paste the SSO URL that you copied in Step 1.
   2. For Identity Provider Issuer​, paste the entity ID that you copied in Step 1.
   3. Click Add Certificate and upload the certificate that you downloaded in Step 1.
8. Click Save.
9. Next to your listing, click ActionsEndpoints.
10. Note the following values. You'll need them to complete SSO configuration in the next step.
    • Service Provider Assertion Consumer Service URL
    • Service Provider Issuer URL
    • Service Provider Login URL

Step 3: Finish SSO configuration in Admin console

1. Return to the Admin console browser tab.
2. In the Google Identity Provider details window, click Continue.
3. On the Service provider details page, complete the following steps using the URLs from Step 2:
   • For ACS URL, paste the service provider assertion consumer service URL.
   • For Entity ID, paste the service provider issuer URL.
   • For Start URL, paste the service provider login URL
4. Click Continue.
5. In the Attribute Mapping window, click Select field and map the following Google directory attributes to their corresponding Docusign attributes. The name and emailaddress attributes are required:

   Select category	Docusign attribute
   Basic Information > First Name	name
   Basic Information > Primary Email	emailaddress

6. Click Add New Mapping and add the following 2 attributes:

   Select category	Docusign attribute
   Basic Information > Last Name	surname
   Basic Information > First Name	givenname

7. (Optional) To enter group names that are relevant for this app:

   1. For Group membership (optional), click Search for a group, enter one or more letters of the group name, and select the group name.
   2. Add additional groups as needed (maximum of 75 groups).
   3. For App attribute, enter the corresponding groups attribute name of the service provider.

   Regardless of how many group names you enter, the SAML response includes only groups that a user is a member of (directly or indirectly). For more information, go to About group membership mapping.

8. Click Finish.

Step 4: Turn on app for users

Before you begin: To turn a service on or off for certain users, put their accounts in an organizational unit (to control access by department) or add them to an access group (to allow access for users across or within departments).

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps.
3. Click DocuSign.
4. Click User access.

5. To turn a service on or off 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. To change the Service status, select On or Off.
   3. Choose one:
      • If the Service status is set to Inherited and you want to keep the updated setting, even if the parent setting changes, click Override.
      • If the Service status is set to Overridden, either click Inherit to revert to the same setting as its parent, or click Save to keep the new setting, even if the parent setting changes.
        Note: Learn more about organizational structure.
7. (Optional) To turn on a service for a set of users across or within organizational units, select an access group. For details, go to Use groups to customize service access.
8. Ensure that your Docusign user account email domains match the primary domain of your organization’s managed Google Account.

Step 5: Verify SSO is working

Docusign supports both identity provider-initiated and service provider-initiated SSO.

Verify identity provider-initiated SSO

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps.
3. Click DocuSign.
4. In the DocuSign section, click Test SAML Login.

   The app should open in a separate tab. If it doesn’t, troubleshoot the error message and try again. For details on troubleshooting, go to SAML app error messages.

Verify service provider-initiated SSO

1. Close all browser windows.
2. Go to the Docusign sign-in page, enter your Google Workspace email address, and click Continue.
3. On the next screen, don't enter your password. Instead, click Use Company Login​.
   You should be redirected to the Google sign-in page.
4. Select your account and enter your password.

After your credentials are authenticated, the app should open.

Step 6: Set up user provisioning

As a super administrator, you can automatically provision users in the app. For details, go to Configure Docusign user provisioning.

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