Microsoft Entra ID SSO

Set up Microsoft Entra ID (formerly Azure AD) as your SAML SSO provider for Docupilot.

Prerequisites

• Ensure you have a verified domain added to your Docupilot Organisation. Learn more on adding a Verified Domain here.

• To enable SAML Single Sign-On (SSO) with Microsoft Entra ID, you need to be the organization owner in Docupilot.

Configuring Microsoft Entra ID SSO

To enable Single Sign-On (SSO) on Docupilot using Microsoft Entra ID, follow the steps below:

Step 1: Connect Microsoft Entra ID in Docupilot

Configuring Microsoft Entra ID SSO

1. Navigate to Login Methods tab in your Organization settings.

2. Click Connect SSO under SSO Login method, and select Microsoft Entra ID from the list.

3. Enter a display name for this SSO connection.

4. Click Add method.

Adding Microsoft Entra ID SSO Login Method

Step 2: Configure SAML SSO in Microsoft Entra ID

A. Create an Application

1. Log in to your Microsoft Entra admin center.

2. Navigate to the Enterprise Applications, click New Application.

3. Select Create your own application and enter a name for the application (ex: Docupilot).

4. Choose the option Integrate any other application you don’t find in the gallery (Non-gallery) and click on Create.

   

   Creating Application in Microsoft Entra ID
5. Once created, select Single sign-on from the Manage section and select the SAML based sign-on method.

   

   Selecting SAML Sign On method

B. Copy metadata from Docupilot to Entra ID

In the SAML configuration:

1. Click Edit under Basic SAML Configuration.

   

   Editing Basic SAML Configuration in Azure
2. From Docupilot copy Identifier and Reply URL.

   

   Copy Basic Configuration from Docupilot
3. Paste them in respective fields in Microsoft Entra ID. Save the settings.

Save Basic SAML Configuration in Microsoft Entra ID

C. Copy Metadata from Entra ID to Docupilot

1. Click on Edit option in SAML Certificates section and select the Signing option as Sign SAML response and assertion. Save the changes.

   

   Selecting Signing options in Microsoft Entra ID
2. In the SAML Certificates section copy App Federation Metadata Url and paste it in the respective field in Docupilot

   

   Copy Metadata URL from Microsoft Entra ID

   

   Paste Metadata in Docupilot
3. Save Configuration in Docupilot.

4. Enable the SSO Configuration to activate it.

Enabling Microsoft Entra ID SSO

Step 3: Login via Microsoft Entra ID

Add users to your Microsoft Entra ID Enterprise Application. Read Invite, assign and unassign users for detailed steps. Once assigned, users can log in to Docupilot using Microsoft Entra ID SSO from the Organization Login page. If a user doesn't already have an account under your organization, one will be created automatically upon first login.

Login option with Microsoft Entra ID SSO

Deleting SSO Login Method

To delete the configured SSO Login method:

1. Navigate to Login Methods tab in your Organization page

2. Select the SSO method and click on Delete Configuration.

Deleting Microsoft Entra ID SSO Login Method