Register a NetDocuments Authorization Provider in Token Vault

This topic describes the second configuration task in the process of setting up an AutoStore workflow using modern authentication.

Perform this task in Token Vault after you have successfully received the Client ID and Client secret from NetDocuments Partner Community.

To register an Authorization Provider in Token Vault, perform the following steps:

  1. Launch Token Vault.
  2. Log in with your Token Vault administrator credentials, which is a Windows Domain User name in "domain\username" format.
    The first account to log into Token Vault automatically receives administrator rights.
  3. Click Manage Authorization Providers on the left.
    The list of already registered providers is displayed.
  4. Click Register new at the bottom.
  5. Select the NetDocuments authorization provider from the list.
    The new Authorization Provider configuration page opens.
  6. Copy the generated Provider ID for later use. This is required for the configuration of the NetDocuments component.
    The Redirect URI is generated automatically from the currently open Token Vault site URI. It is required during the new NetDocuments application registration.
  7. Token Vault generates the new authorization provider with the New NetDocuments authorization provider name. Change this default name according to your needs.
  8. Enter your Client ID, and Client Secret provided by NetDocuments during the application registration, and select the NetDocuments region.
  9. Click Save.
  10. Click Enable under the Authorization Provider to enable it. To disable the Authorization Provider for users, click Disable.
  11. Click Edit if you want to modify any properties of the Authorization Provider.