Configuring SAML for Echosign

REQUIRED ACCOUNT/PERMISSION LEVEL

Bitium: All account levels; must be an admin to set up

Echosign: Enterprise or Global accounts

Important first step:

You must log into your Echosign account and then submit a support request to enable your organization’s domain in Echosign. Please fill out the form as shown below - wherever you see <MyDomain.com>, please enter your organization’s domain. This is the only manual element of the configuration, once Echosign notifies you that the domain has been enabled, the remainder of the setup can be completed in a couple of minutes.

Configuring SAML for Echosign

Submit support request to Echosign

In Bitium:

  1. Go to “Manage Apps.”

  2. Select “Echosign” from the list of installed apps.

  3. Select the “Single Sign-On” tab.

  4. From the dropdown, select “SAML Authentication.”

    Select SAML Authentication

Leave your Bitium window open.

In Echosign:

  1. Log into Echosign and click on Account -> Account Settings -> SAML Settings

    Configuring SAML for Echosign

    Access your SAML settings

  2. You can configure SAML in two ways for your users.

    • SAML Allowed - Users may authenticate through Bitium without a password, or directly to Echosign with their credentials.
    • SAML Mandatory (recommended) - Users may only access Echosign through Bitium. This is most secure.
  3. Select a SAML Mode that best meets your needs and then populate the fields below with the information from Bitium, as shown below.

    Configuring SAML for Echosign

    Cut and paste the info into the corresponding fields

  4. Click Save Changes once all items are entered correctly.

In Bitium:

Go back to the Single Sign-On tab for Echosign and click the “Save Changes” button.

SAML Enabled will be illuminated in green once completed.