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

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.
Go to Menu Apps > Web and mobile apps .
Click Add app Search for apps.
For Enter app name, enter Docusign.
In the search results, point to Docusignand click Select.
In the Google Identity Provider detailswindow, for Option 2: Copy the SSO URL, entity ID, and certificate:
1. Next to SSO URL, click Copyand save the URL.
2. Next to Entity ID, click Copyand save the entity ID.
3. Next to Certificate, click Downloadand save the certificate.
  You need these details to complete the setup in Docusign.
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

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.
In the Organizationsection, click Domains Claim Domain.
For Domain Name, enter your organization's email domain, and then click Claim.
The Validate Your Domainwindow opens, showing a TXT token has been generated for you.
Update your domain's DNS records to include the generated TXT token.
After the TXT token is active, select Actions Validate.
When a domain is validated, its status changes from Pending Validationto Validated.
Click Identity Providers Add Identity Provider.
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 Certificateand upload the certificate that you downloaded in Step 1.
Click Save.
Next to your listing, click Actions Endpoints.
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

Return to the Admin console browser tab.
In the Google Identity Provider detailswindow, click Continue.
On the Service provider detailspage, 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
Click Continue.
In the Attribute Mappingwindow, click Select fieldand 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
Click Add New Mappingand add the following 2 attributes:

Select category Docusign attribute

Basic Information > Last Name surname

Basic Information > First Name givenname
(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 .
Click Finish.

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

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

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).

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.
Go to Menu Apps > Web and mobile apps .
Click DocuSign.
Click User access.
To turn a service on or off for everyone in your organization, click On for everyoneor Off for everyone, and then click Save.
(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 Onor 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 Inheritto revert to the same setting as its parent, or click Saveto keep the new setting, even if the parent setting changes.
    Learn more about organizational structure .
(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 .
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

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.
Go to Menu Apps > Web and mobile apps .
Click DocuSign.
In the DocuSignsection, 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

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

_{Google, Google Workspace, and related marks and logos are trademarks of Google LLC. All other company and product names are trademarks of the companies with which they are associated.}

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