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Azure Active Directory (AAD) Integration

Authentication (logging in) to Doc Assembler, for sites using Office 365, can be done using your organisation’s Active Directory credentials i.e. existing organisation email address & password. The pre-requisite for this is that Active Directory synchronisation up to Azure Active Directory (AAD) must be in place. The benefits of this approach are:

  1. There is one less set of login credentials for a user to manage and remember.
  2. Passwords are maintained and changed based on your organisations existing policies.
  3. The user will only need to log in once to access Office 365 and Doc Assembler (and Docs On Tap) – as opposed to having to log in to each application separately.
  4. Direct access to Doc Assembler is available from:
  5. The Office 365 My Apps page
  6. By pinning the apps to the Office 365 App Launcher.

Setup (aka Onboarding)

To set-up Azure Active Directory integration expand the Azure Active Directory section and click the "Sign-Up Organisation" button:

You will then be redirected to the “Onboarding | SignUp” page where you need to click the “Process Organisation Sign-Up” button.

If you are not already logged into Office 365 then you will be prompted to do so. Note that the Office 365 login used must have administrative rights on the organisation’s Azure Active Directory in order to proceed.

The user then needs to click the “Accept” button to provide the necessary consent to Doc Assembler.

You will then be redirected back to the System Config page, where the updated Issuer Value will have been populated.

Testing the Integration

To test the integration after going through the above setup process:

  1. Log out of Doc Assembler, go to the following URL and log in: https://portal2.docassembler.com.au. NB. This is the URL that organisations will use in the future for their users to log in via AAD. Non AAD organisations and users will still continue to use the old URL. It is possible to have some users in an organisation using AAD and some using the existing authentication method.
  2. Because you have already logged into AAD during the consent process you will automatically be logged in using those AAD credentials.
  3. Log out of Doc Assembler
  4. Click the Log In button – now you will be prompted for AAD credentials.