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- Docupilot
Overview
Docupilot is a cloud-based document automation and generation platform that enables teams to create, manage and deliver dynamic documents at scale using reusable templates and data-driven workflows.
It helps businesses streamline document creation, reduce manual effort, and ensure consistency and accuracy, with built-in eSignature (eSign) capabilities for secure document signing and execution.
By integrating with Okta using SAML 2.0, Docupilot enables secure Single Sign-On (SSO) for users. This integration allows organizations to authenticate users through their existing Okta identities, providing centralized access management and improved security. Okta SSO reduces the need for separate login credentials, simplifies user onboarding through Just-In-Time (JIT) provisioning, and enhances the overall user experience by enabling seamless and secure access to Docupilot.
Functionality
Add this integration to enable authentication and provisioning capabilities.
Authentication (SSO)
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API
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Cross App Access
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Entitlement Management
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Event Hooks
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Identity Security Posture Management
Identity Security Posture Management helps to harden the identity attack surface proactively, by identifying vulnerabilities, prioritizing risks, and streamlining remediation.
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Inbound Federation
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Inline Hooks
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On-prem Connector
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Outbound Federation
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Partial Universal Logout
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Privileged Access Management
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RADIUS
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Secure Identity Integrations - Advanced
Supports 4 of the following integration types for the 65+ business-critical applications: SSO, SCIM, entitlements, universal logout, workflows, and ISPM
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Secure Identity Integrations - Fundamental
Supports 3 of the following integration types for the 65+ business-critical applications: SSO, SCIM, entitlements, universal logout, workflows, and ISPM
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Secure Identity Integrations - Strategic
Supports 5+ of the following integration types for the 65+ business-critical applications: SSO, SCIM, entitlements, universal logout, workflows, and ISPM
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Universal Logout
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Workflow Templates
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Workflows Connectors
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SAML
Security Assertion Markup Language is an open standard for exchanging authentication and authorization data between an identity provider (IdP) and a service provider (SP) that does not require credentials to be passed to the service provider.
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SWA
Secure Web Authentication is a Single Sign On (SSO) system developed by Okta to provide SSO for apps that don't support proprietary federated sign-on methods, SAML or OIDC.
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WS-Federation
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OIDC
OpenID Connect is an extension to the OAuth standard that provides for exchanging Authentication data between an identity provider (IdP) and a service provider (SP) and does not require credentials to be passed from the Identity Provider to the application.
Provisioning
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Create
Creates or links a user in the application when assigning the app to a user in Okta.
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Attribute Sourcing
The application can be defined as the source of truth for a full user profile or as the source of truth for specific attributes on a user profile.
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Update
Okta updates a user's attributes in the app when the app is assigned. Future attribute changes made to the Okta user profile will automatically overwrite the corresponding attribute value in the app.
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Deactivate
Deactivates a user's account in the app when it is unassigned in Okta or their Okta account is deactivated. Accounts can be reactivated if the app is reassigned to a user in Okta.
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Sync Password
Push either the users Okta password or a randomly generated password to the app. This feature is not required for all federated applications as user authentication takes place in Okta, however some apps still require a password.
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Group Push
Push existing Okta groups and their memberships to the application. Groups can then be managed in Okta and changes are reflected in the application.
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Group Linking
Link Okta groups to existing groups in the application. Simplifies onboarding an app for Okta provisioning where the app already has groups configured.
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Schema Discovery
Import the user attribute schema from the application and reflect it in the Okta app user profile. Allows Okta to use custom attributes you have configured in the application that were not included in the basic app schema.
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Attribute Writeback
When the application is used as a profile master it is possible to define specific attributes to be sourced from another location and written back to the app. For example the user profile may come from Active Directory with phone number sourced from another app and written back to Active Directory.
