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.
Go to “Manage Apps.”
Select “Echosign” from the list of installed apps.
Select the “Single Sign-On” tab.
From the dropdown, select “SAML Authentication.”
Leave your Bitium window open.
Log into Echosign and click on Account -> Account Settings -> SAML Settings
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.
Select a SAML Mode that best meets your needs and then populate the fields below with the information from Bitium, as shown below.
Click Save Changes once all items are entered correctly.
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.