> For AI agents: [llms.txt](https://docs.trustedauth.com/llms.txt) provides a Markdown index of this documentation.

# DocuSign

DocuSign is a cloud-based transaction platform that lets users send, sign and manage legally binding documents securely (see <https://www.docusign.com/>). You can protect access to DocuSign by integrating DocuSign with Identity as a Service. Once integrated, users can use single sign-on to log in to their DocuSign account through Identity as a Service.

note

This integration was tested using Identity as a Service version 5.12 and DocuSign Release November 10, 2020. Other versions of DocuSign may require integration and configuration steps that differ from those documented in this procedure. For other versions of DocuSign, use this procedure as a starting point for integrating DocuSign. In the event of other issues, contact <support@entrust.com> for assistance.

## Prerequisites

Before you begin, you must provide proof of domain ownership to allow for SSO with Identity as a Service. You do this by Claiming a Name and then validating your domain. For more information, see the [DocuSign Domains documentation](https://support.docusign.com/en/guides/org-admin-guide-domains "DocuSign Domains documentation.").

## Integrate DocuSign

Complete the following steps to integrate DocuSign with Identity as a Service.

## Step 1: Add your Identity Provider Name to DocuSign and download the Identity Provider metadata file

1. Log in to DocuSign using one of the following options:
   - Log in using the DocuSign Admin app.
   - Log in to DocuSign eSignature and click **Settings**. The **Settings** page appears.
2. Click **Switch To** and select **DocuSign Admin**. The **DocuSign Admin** page appears.
3. From the menu pane, select **Access Management >** **Identity Providers**. The **Identity Providers** page appears.
4. Click **Add Identity Provider**. The **Identity Providers Setting** page appears.
5. Enter a **Name** for your Identity Provider, for example, docusign-mycompany.com.
6. Click **Save** to return to the **Identity Provider** page.
7. Under the **Name** pane, locate your Identity Provider name (the one you just created in step 5) and from the Actions drop-down list select **Endpoints**. The **SAML 2.0 Endpoints** dialog box appears.
8. Copy the **Service Provider Metadata URL** and open it in a Web browser. The XML file appears.
9. Right-click in the file and select **Save as**.
10. Save the XML file as docusign_metadata.xml.

## Step 2: Add DocuSign to Identity as a Service

1. Log into your Identity as a Service administrator account.
2. Click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.
3. Click **Add**. The **Select an Application Template** page appears.
4. Do one of the following:
   - Select **SAML Cloud Integrations** from the search drop-down list and scroll to find the application you want to add to IDaaS.
   - In the **Search bar**, enter a search option to filter for the application you want to add to IDaaS.
5. Click **DocuSign**. The **Add DocuSign** page appears.
6. Enter an **Application Name**.
7. Enter an **Application Description**.
8. Optional. Add a custom application logo.
   1. Click Plus icon next to **Application Logo**. The **Upload Logo** dialog box appears.
   2. Click Upload icon to select an image file to upload.
   3. Browse to select your file and click **Open**. The **Upload Logo** dialog box reappears showing your selected image.
   4. If required, resize your image.
   5. Click **OK**.
9. Select the **Authentication Flow** that appears to users during login.
10. Click **Next**. The **General** page appears.
11. Click Upload icon to the **Upload Metadata XML** and browse to the location of the metadata file you downloaded. The **Metadata Configuration** dialog box appears.
12. If required, click **Merge with existing values** to merge new values with existing values for Alternative Assertion Consumer Services URLs and SAML attribute names.
13. Click **Save**.
14. Optional. Enter the **SAML Username Parameter Name** used to identity the user ID being requested for authentication. The user ID can then be passed as a parameter, for example, Username=jdoe.
15. Enter the **SAML Session Timeout** to the time when the SAML Assertion times out. The maximum is 720 minutes.
16. Enter the **Max Authentication Age (seconds)** to set the maximum amount of time that can elapse before a user is required to reauthenticate during a new login attempt. This applies for both SP-initiated and IDP-initiated login. Set this field to -1 to disable this feature.
17. From the **SAML NameID Attribute** drop-down list, elect the user attribute that will be used to uniquely identity a user to both Identity as a Service and DocuSign. The attribute should be one that will never change. Valid options include **Unique User ID**, **User ID**, or **Email**.
18. From the **SAML NameID Encoding Format** drop-down list, select **Persistent**.
19. From the **SAML Signature Algorithm** drop-down list, select **SHA512**.
20. Select the **SAML Signing Certificate** from the drop-down list.
21. Optional: Select **Respond Immediately for Unsuccessful Responses** to return to the application immediately after a login failure, rather than allow user to try again with a different userID.
22. Deselect **Enable Go Back Button** if you do not want users to be able to go back to the application login page to log in.
23. Select **Show Default Assertion Consumer URL Service in the My Profile**. When selected, the Default Assertion Consumer URL appears in a user's My Profile page in addition to relay states and Alternative Assertion Consumer URLs.
24. Optional. Add **Alternative Assertion Consumer Service URLs**, as follows:
    1. Click **Add**.
    2. Enter a **Name**.
    3. Enter a URL **Value**.
    4. Select **Show in My Profile** to display the Alternative Consumer Service URL in a user's My profile page.
    5. Optional. **Add an Application Logo**.
    6. Click **Add**.
    7. Repeat these steps to add more Alternative Assertion Consumer Service URLs.
25. Add **SAML Attributes** as follows (you need to add three attributes):
    1. Add the **First Name** attribute, as follows:
       1. Under **SAML Attributes**, click **Add**. The **SAML Attributes** dialog box appears.
       2. In the **Name** field enter <http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname>.
       3. Click **Add** next to **Value(s)**.
       4. In the **Values** field, type **<** and select **First Name**.
       5. Click **Add**.
    2. Add the **Last Name** attribute, as follows:
       1. Under **SAML Attributes**, click **Add**. The **SAML Attributes** dialog box appears.
       2. In the **Name** field enter <http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname>.
       3. Click **Add** next to **Value(s)**.
       4. In the **Values** field, type **<** and select **Last Name**.
       5. Click **Add**.
    3. Add the **Email** attribute, as follows:
       1. Under **SAML Attributes**, click **Add**. The **SAML Attributes** dialog box appears.
       2. In the **Name** field enter <http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress>.
       3. Click **Add** next to **Value(s)**.
       4. In the **Values** field, type **<** and select **Email**.
       5. Click **Add**.
26. Deselect **Enable Go Back Button** if you do not want users to be able to go back to the DocuSign login page to log in.
27. Click **Submit**.

## Step 3: Add a resource rule

See [Create resource rules](/docs/authentication-and-security/create-and-manage-resource-rules.md).

## Step 4: Download the metadata file from Identity as a Service

1. In Identity as a Service, click Menu icon **>** **Security > Applications**. The **Applications List** page appears.
2. Do one of the following:
   - Click Cloud Download icon next to the application you are integrating with Identity as a Service.
   - Click Ellipsis Vertical icon next to the application you are integrating with Identity as a Service and select **SAML IDP Metadata**.
3. The **SAML Application Metadata** dialog box appears.
4. **Select the certificate to include in the SAML IDP Metadata file** from the drop-down list.
5. If applicable, **Select the domain to include in the SAML IDP Metadata** file from the drop-down list.
6. Enter the **Lifetime, in days, for the SAML IDP Metadata file**. The value must be between 2 and 730.
7. Do one of the following, as required:
   - Copy the **Public Endpoint** to paste into your SAML application being used Identity Provider authentication.
   - Click **Download**.

note

If you are using multiple domains, you must download each domain's metadata file separately because the values in the metadata file vary for each domain.

## Step 5: Copy the SAML Configuration from Identity as a Service

1. Log into your Identity as a Service administrator account.
2. Click Menu icon **>** **Security > Applications**. The **Applications** **Lists** page appears.
3. Under **SAML Cloud Integrations**, click **SAML Configuration**. The **SAML Configuration** dialog box appears.
4. This dialog box contains information you need to configure your SAML application for Identity as a Service authentication.
5. Do one of the following:
   - Leave this dialog box open to reference later in this procedure.
   - Copy the Entity ID, Single Sign-on URL, and Single Logout URL to a text file and save it to reference later in this procedure.

note

Depending on the integration you are performing, you may not need all three of these SAML configuration values.

## Step 6: Configure DocuSign for Identity as a Service authentication

1. Log in to DocuSign Admin.
2. Click **Settings**. The **Settings** page appears.
3. Click **Switch To**. The **Switch To** dialog box appears.
4. Click **DocuSign Admin**. The **DocuSign Admin** page appears.
5. In the menu pane under **Access Management** click **Identity Providers**. The **Identity Providers** page appears.
6. In the **Name** pane click your Identity Provider name you created in _Step 1: Add your Identity Provider name to DocuSign and download the Identity Provider metadata file_. The **Identity Providers Settings** page appears.
7. In the **Identity Provider Issuer** field, paste the **Entity ID** from the SAML Configuration from _Step 5: Copy the SAML Configuration from Identity as a Service_.
8. In the **Identity Provider Login URL** field, paste the **Single Sign-On URL** from the SAML Configuration from _Step 5: Copy the SAML Configuration from Identity as a Service_.
9. In the **Identity Provider Logout URL** field, paste the **Single Logout URL** from the SAML Configuration from _Step 5: Copy the SAML Configuration from Identity as a Service_.
10. Select **SignAuthNRequest**.
11. Select **Send AuthN Request** by **POST**.
12. Select **Send Logout Request** by **GET**.
13. Under **Identity Provider Certificates**, upload the metadata file that you downloaded in _Step 4: Download the metadata file from Identity as a Service_.
14. Click **Save**.

## Step 7: Test the integration

### Testing Service Provider Login

1. Open a Web browser and enter the URL for your DocuSign account. You are directed to Identity as a Service.
2. Enter your DocuSign account **User ID** and click **Next**.
3. Respond to the second-factor authentication challenge. If you respond successfully, you are logged into DocuSign.

### Testing Identity as a Service redirect log in

1. Log in to your Identity as a Service account.
2. Go to your **My Profile** page if you are not already there.
3. Under **Applications**, click **DocuSign**.
4. Respond to the second-factor authentication challenge. If you respond successfully, you are logged into DocuSign.