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Tutorial: Microsoft Entra single sign-on (SSO) integration with Documo

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In this tutorial, you'll learn how to integrate Documo with Microsoft Entra ID. When you integrate Documo with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Documo.
  • Enable your users to be automatically signed-in to Documo with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • Documo single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

Note

Identifier of this application is a fixed string value so only one instance can be configured in one tenant.

To configure the integration of Documo into Microsoft Entra ID, you need to add Documo from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type Documo in the search box.
  4. Select Documo from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Documo

Configure and test Microsoft Entra SSO with Documo using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Documo.

To configure and test Microsoft Entra SSO with Documo, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure Documo SSO - to configure the single sign-on settings on application side.
    1. Create Documo test user - to have a counterpart of B.Simon in Documo that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Documo > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, the user does not have to perform any step as the app is already pre-integrated with Azure. If your Documo account has a custom domain, you must also have a custom API domain for SSO to work. Replace the default values with your custom API domain, for example, https://mycustomapidomain.com and https://mycustomapidomain.com/assert.

  6. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    In the Sign-on URL text box, type the URL:
    https://app.documo.com/sso

  7. Click Save.

  8. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Federation Metadata XML and select Download to download the certificate and save it on your computer.

    The Certificate download link

  9. On the Set up Documo section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to Documo.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Documo.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Documo SSO

  1. Log in to your Documo website as an administrator.

  2. Go to the Account Settings -> Security.

    screenshot for security page.

  3. In the security tab, click on Configure SSO button at the bottom of the page.

    screenshot for configure button.

  4. Perform the following steps in the Setup SAML page.

    screenshot for configuration page.

    a. In the Entity Id textbox, paste the Microsoft Entra Identifier value which you copied previously.

    b. In the SSO URL(Redirect URL) textbox, paste the Login URL value which you copied previously.

    c. Give the Email Domain value in the text box.

    d. Enter the value in the Field Name in SAML Token containing Identity email text box.

    e. Open the downloaded Federation Metadata XML into Notepad. Find the <X509Certificate> tag and paste the content into the Signer Certificate textbox.

    f. Click Submit.

Create Documo test user

In this section, a user called B.Simon is created in Documo.

  1. Navigate to the Users page on the Documo app.
  2. Click the New user button.
  3. Fill out the user form with name, email, phone number, user role, and password information. Make sure the email field matches the email for B.Simon in Microsoft Entra ID.
  4. Click Create.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

SP initiated:

  • Click on Test this application, this will redirect to Documo Sign on URL where you can initiate the login flow.

  • Go to Documo Sign-on URL directly and initiate the login flow from there.

IDP initiated:

  • Click on Test this application, and you should be automatically signed in to the Documo for which you set up the SSO

You can also use Microsoft My Apps to test the application in any mode. When you click the Documo tile in the My Apps, if configured in SP mode you would be redirected to the application sign on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the Documo for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Documo you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.