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Integrating SailPoint with Documo

Documo is a cloud fax and document management platform providing secure fax transmission, document storage, and eSignature services through a unified API. This document provides instructions to configure a new direct connection to a Documo source in SailPoint. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Documo connector supports the following:

Account Management

  • Aggregate Users

Note

Entitlements are managed through the user's userRole attribute on the account. A separate entitlement aggregation operation is not required.

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before you configure the connector, ensure the following:

  • You have a Documo account with administrative privileges (owner or admin role).
  • You have generated a Documo API token with permission to read users across the account.

Create an API Key

  1. Sign in to the Documo Control Panel.
  2. Go to the Toolbox menu and then to API Keys.
  3. Select Add New API Key.
  4. Enter a name for your key.
  5. Save the token shown after creation.

Required Permissions

  • API Endpoint: Documo utilizes a centralized REST API domain: https://api.documo.com/v1
  • The API credentials must be generated by a user with owner or admin privileges to retrieve user and account data for the whole tenant.

Note

If you use a token with read-only permissions, the connector will only be able to read data, and write operations (like provisioning, updates, or entitlement assignments) will not be allowed.

For detailed information on API authentication, refer to the Documo documentation.

Note

The linked document is not maintained by SailPoint and is subject to change without notice.