Initial Setup Steps for Identity Provisioning with Documo

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to Documo.

Note: For detailed instructions on operating Documo, please refer to the documentation provided by Documo.

Item Details
Pre-check
  • Documo administrator privileges are required.
Setup Flow / Manual

Note: After connecting TrustLogin and Documo using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual
Notes
  • None in particular

Setup Steps

Documo Settings

  1. Log in to Documo with administrator privileges and click the dropdown "Toolbox > API Keys".

    [Documo]_ID_01.png.png

  2. Click the "Create" button.

    [Documo]_ID_02.png.png

  3. Enter any name in Name, select the validity period in "Expires At", and click "CREATE".

    [Documo]_ID_03.png.png

  4. Copy the value of "API Key" to your clipboard.
    Note: Once you click "I saved it, close", you will not be able to view the token again. Please make sure you have copied it before proceeding.

    [Documo]_ID_04.png.png


    This completes the preparation on the Documo side. Next, configure the settings on the TrustLogin side.

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png

  2. Click "Add Service".
    IDProvServiceCommon02.png
  3. On the Add Service screen, search for and select "Documo", then click the "Add" button.
    [Documo]_ID_05.png
  4. You will be redirected to the "Identity Provisioning > Documo" page.
    Click the "Edit" button.
    [Documo]_ID_06.png
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    API Key Documo Settings The value of "API Key" you copied in step 4

    [Documo]_ID_07.png

  6. Click the "Connect" button in the upper right of the screen.
    NotConnected_IDProv.png
  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the Documo side.
For configuration instructions, see here

Available Default Functions

Initial Setup Steps for Identity Provisioning with Documo

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to Documo.

Note: For detailed instructions on operating Documo, please refer to the documentation provided by Documo.

Item Details
Pre-check
  • Documo administrator privileges are required.
Setup Flow / Manual

Note: After connecting TrustLogin and Documo using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual
Notes
  • None in particular

Setup Steps

Documo Settings

  1. Log in to Documo with administrator privileges and click the dropdown "Toolbox > API Keys".

    [Documo]_ID_01.png.png

  2. Click the "Create" button.

    [Documo]_ID_02.png.png

  3. Enter any name in Name, select the validity period in "Expires At", and click "CREATE".

    [Documo]_ID_03.png.png

  4. Copy the value of "API Key" to your clipboard.
    Note: Once you click "I saved it, close", you will not be able to view the token again. Please make sure you have copied it before proceeding.

    [Documo]_ID_04.png.png


    This completes the preparation on the Documo side. Next, configure the settings on the TrustLogin side.

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png

  2. Click "Add Service".
    IDProvServiceCommon02.png
  3. On the Add Service screen, search for and select "Documo", then click the "Add" button.
    [Documo]_ID_05.png
  4. You will be redirected to the "Identity Provisioning > Documo" page.
    Click the "Edit" button.
    [Documo]_ID_06.png
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    API Key Documo Settings The value of "API Key" you copied in step 4

    [Documo]_ID_07.png

  6. Click the "Connect" button in the upper right of the screen.
    NotConnected_IDProv.png
  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the Documo side.
For configuration instructions, see here

Available Default Functions