---
title: RocketDocs SSO Setup on Microsoft Azure
description: "RocketDocs SSO Setup Overview Please note: Microsoft's recent article about legacy Outlook tokens and nested app authentication applies specifically to…"
---

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# RocketDocs SSO Setup on Microsoft Azure

### **RocketDocs SSO Setup Overview**

---

#### 📋Please note:

Microsoft's recent article about legacy Outlook tokens and nested app authentication applies specifically to Outlook add-ins, which are hosted within the Outlook client environment and leverage Outlook-specific APIs and authentication flows. This does not apply to the RocketDocs LaunchPad add-in.

---

RocketDocs LaunchPad is an Office Add-in designed for Word and Excel, not Outlook, and is deployed as part of the RocketDocs SaaS platform for Core users. It functions through the Office JavaScript API for Word/Excel and integrates with the RocketDocs web platform, as detailed in the "RocketDocs LaunchPad Compatibility Requirements" document. Since it does not utilize Outlook legacy tokens or Outlook-specific identity delegation features, the authentication limitations or issues discussed in the Microsoft FAQ are irrelevant to the RocketDocs LaunchPad add-in. For more information regarding this, please reach out to your customer success manager or contact **support@rocketdocs.com.**

### How to set up the Microsoft Azure Application

1\. Start by opening Microsoft Azure. Click on Enterprise Applications then New Application

![image-20260515-190009.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/2171240456/image-20260515-190009-1.png?width=559&name=image-20260515-190009-1.png)

 

2\. Click “Create your own application”. Name your new application and keep the third option selected “Integrate any other application you don’t find in the gallery (non-gallery)” and click Create. Your new app will now be created and listed in your Enterprise Applications in Azure.

![0bade939-548d-4245-8727-4dac396a337f](https://support.rocketdocs.com/hs-fs/hubfs/0bade939-548d-4245-8727-4dac396a337f.png?width=332&height=85&name=0bade939-548d-4245-8727-4dac396a337f.png)  
![395bffc6-89e9-4f94-9dca-9e0ccab126ca](https://support.rocketdocs.com/hs-fs/hubfs/395bffc6-89e9-4f94-9dca-9e0ccab126ca.png?width=464&height=286&name=395bffc6-89e9-4f94-9dca-9e0ccab126ca.png)  
![fe9fefc7-022a-4ed9-80ea-7b1edfe821c0](https://support.rocketdocs.com/hs-fs/hubfs/fe9fefc7-022a-4ed9-80ea-7b1edfe821c0.png?width=670&height=328&name=fe9fefc7-022a-4ed9-80ea-7b1edfe821c0.png)

 

3\. Click Assign users and groups \> Add user/group \> None selected \> Search and assign all users you would like to assign to this app.

![ad6d664f-010c-4dcb-9faf-077aeab77034](https://support.rocketdocs.com/hs-fs/hubfs/ad6d664f-010c-4dcb-9faf-077aeab77034.png?width=334&height=196&name=ad6d664f-010c-4dcb-9faf-077aeab77034.png)

![image-20260515-190110.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/2171240456/image-20260515-190110-1.png?width=670&name=image-20260515-190110-1.png)

 

4\. Now that your users are assigned it’s time to setup SSO on the app. Click on Single sign-on on the left side and choose ‘SAML’.

![77f35316-0701-45b5-8950-3552d26042dc](https://support.rocketdocs.com/hs-fs/hubfs/77f35316-0701-45b5-8950-3552d26042dc.png?width=670&height=172&name=77f35316-0701-45b5-8950-3552d26042dc.png)

 

5\. We need to enter the Entity ID and Assertion Consumer Service URL into Azure. The Entity ID can be something unique and identifiable to your organization. For the example below, it is set to: microsoft-rocketdocs.

![816cf031-333b-47c1-832b-2cadba3d6d94](https://support.rocketdocs.com/hs-fs/hubfs/816cf031-333b-47c1-832b-2cadba3d6d94.png?width=670&height=142&name=816cf031-333b-47c1-832b-2cadba3d6d94.png)

 

For the Assertion Consumer Service URL. It should be: [**https://yourtenant.rocketdocs.com/api/auth/AssertionConsumerService**](https://yourtenant.rocketdocs.com/api/auth/AssertionConsumerService) (Make sure that the AssertionConsumerService in the URL has the ACS capitalized).

![image-20260515-190219.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/2171240456/image-20260515-190219-1.png?width=670&name=image-20260515-190219-1.png)

 

7\. For the Relay State enter: [https://yourtenant.rocketdocs.com/](https://yourtenant.rocketdocs.com/) all other fields can be left blank.

![4025ec01-70eb-499a-b721-4146342c68e6](https://support.rocketdocs.com/hs-fs/hubfs/4025ec01-70eb-499a-b721-4146342c68e6.png?width=670&height=242&name=4025ec01-70eb-499a-b721-4146342c68e6.png)

 

8\. After you save the Basic SAML Configuration section should look like this:

![8a2e204e-d13b-4fcb-988c-4fd6a6c31dff](https://support.rocketdocs.com/hs-fs/hubfs/8a2e204e-d13b-4fcb-988c-4fd6a6c31dff.png?width=670&height=176&name=8a2e204e-d13b-4fcb-988c-4fd6a6c31dff.png)

 

9\. Attributes & Claims can be left as default. SAML Signing Certificate download the Certificate (Base64). Save this on your computer for now, we’ll come back to it later in the setup.

![470ee2fc-8d43-410a-a9a9-d4df9865d394](https://support.rocketdocs.com/hs-fs/hubfs/470ee2fc-8d43-410a-a9a9-d4df9865d394.png?width=670&height=349&name=470ee2fc-8d43-410a-a9a9-d4df9865d394.png)

### **Attributes**

Enabling Attributes in Azure will allow you to autogenerate users in RocketDocs.

---

#### **📋Note:**

Skip this step if you prefer to manually control your users in RocketDocs.

To do this set the following names and values in Azure:

Name: Email Value: user.mail

Name: FirstName Value: user.givenname

Name: LastName Value: user.surname

![cd512472-18ae-4fd4-a12c-af157aa35e5b](https://support.rocketdocs.com/hs-fs/hubfs/cd512472-18ae-4fd4-a12c-af157aa35e5b.png?width=670&height=159&name=cd512472-18ae-4fd4-a12c-af157aa35e5b.png)

---

 

### RocketDocs Setup

1\. Open your RocketDocs tenant and login with an admin account. On the left go to Administration \> Settings \> System Settings and scroll down to the SSO section.

2\. Allow Users To Use System Login should be turned on. This can be turned off later but is highly recommended to be on during the setup to keep from being locked out of the application.

3\. For the ‘SSO IdP Name’ hop back over to your Azure and copy the Microsoft Identifier. Paste this into the SSO IdP Name field in RocketDocs.

![6c2479cd-8203-4e6d-8c25-28507b0b40c8](https://support.rocketdocs.com/hs-fs/hubfs/6c2479cd-8203-4e6d-8c25-28507b0b40c8.png?width=670&height=169&name=6c2479cd-8203-4e6d-8c25-28507b0b40c8.png)

![image-20260515-190539.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/2171240456/image-20260515-190539-1.png?width=670&name=image-20260515-190539-1.png)

 

4\. Switch back to Azure and copy the Login URL. Paste this into the SSO Idp SingleSignOnServiceUrl in RocketDocs.

![image-20260515-190620.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/2171240456/image-20260515-190620-1.png?width=670&name=image-20260515-190620-1.png)

 

![a4163fb6-5fbb-4fd2-90fa-dacdce4759ff](https://support.rocketdocs.com/hs-fs/hubfs/a4163fb6-5fbb-4fd2-90fa-dacdce4759ff.png?width=670&height=328&name=a4163fb6-5fbb-4fd2-90fa-dacdce4759ff.png)

 

5\. Scroll down to the SSO SP Name field. Here is where we are going to enter the Entity ID from Azure. For this example, we used ‘microsoft-rocketdocs’ but this will be whatever you set your Entity ID to be in Azure.

![8cea6816-c503-4355-9df2-da4f09bc7cdb](https://support.rocketdocs.com/hs-fs/hubfs/8cea6816-c503-4355-9df2-da4f09bc7cdb.png?width=670&height=328&name=8cea6816-c503-4355-9df2-da4f09bc7cdb.png)

 

6\. Open your File Explorer and locate the certificate that was downloaded from Azure earlier. Right click it and open it with Notepad. Copy the cert from the first character after the BEGIN CERTIFICATE line to the last character before the END CERTIFICATE line. Make sure not to copy any spaces before or after.

![62bad494-f061-495f-a936-4aacf82a6bae](https://support.rocketdocs.com/hs-fs/hubfs/62bad494-f061-495f-a936-4aacf82a6bae.png?width=374&height=331&name=62bad494-f061-495f-a936-4aacf82a6bae.png)

 

7\. Go to RocketDocs and click the edit icon next to the ‘SSO Idp PartnerCertificates’ field. Paste in the certificate information from step 6 and click Save. Note that the certificate will be blank after saving for security purposes.

![f9891cd5-d520-4554-bc4e-270582441ce9](https://support.rocketdocs.com/hs-fs/hubfs/f9891cd5-d520-4554-bc4e-270582441ce9.png?width=394&height=568&name=f9891cd5-d520-4554-bc4e-270582441ce9.png)

![47ac663d-171d-4708-bc4b-0638a20d83a9](https://support.rocketdocs.com/hs-fs/hubfs/47ac663d-171d-4708-bc4b-0638a20d83a9.png?width=670&height=328&name=47ac663d-171d-4708-bc4b-0638a20d83a9.png)

---

#### 📋Note:

If you need the response signed as well, set the "Want Assertion Signed" to True.

---

 

8\. When you’re all done, set Turn SSO on/off to on.

![09d2de17-802c-40c9-94fd-535590374164](https://support.rocketdocs.com/hs-fs/hubfs/09d2de17-802c-40c9-94fd-535590374164.png?width=468&height=33&name=09d2de17-802c-40c9-94fd-535590374164.png)

### SSO UserID Configuration

1\. At this point we are ready to turn on SSO. (Note that it is better to open an incognito window for testing SSO while staying signed into your tenant in your main browser in case if any issues occur during testing.) Scroll down to ‘Turn SSO on/off’ and turn it on.

![c57537fb-f615-4e44-943b-b1457a3824f3](https://support.rocketdocs.com/hs-fs/hubfs/c57537fb-f615-4e44-943b-b1457a3824f3.png?width=670&height=328&name=c57537fb-f615-4e44-943b-b1457a3824f3.png)

 

2\. Turning this on enables the SSO USERID field in the user settings in RocketDocs. Make sure that the user(s) who need access to RocketDocs have a RocketDocs account and that their email address is filled in on the SSO USERID field under Administration \> Permissions \> Users.

3\. If you are using attributes in Azure to autogenerate users in RocketDocs, users who are given access to the app in Azure will be autogenerated in RocketDocs when signing in using SSO.

4\. To edit or change the SSO USERID click on the user you want to change and then edit the SSO USERID field and click ‘Save’.

 

### Testing SSO Configuration

---

#### 📋Note:

Open an incognito window to test SSO. Stay logged into the RocketDocs tenant in your main browser in case if the SSO encounters any errors.

---

 

1\. Navigate to [https://yourtenant.rocketdocs.com](https://yourtenant.rocketdocs.com). It should now have a red button saying “LOGIN THROUGH YOUR ORGANIZATION”

2\. Click the red button to sign in using SSO.

3\. You should be redirected to sign into Microsoft. Sign into an account that was given SSO access to this app in Azure.

4\. Sign into the Microsoft account and click Next.

5\. After authenticating you should then redirect you back to RocketDocs and sign into the account successfully.

![b4796af7-0522-4a69-afa8-07dee60d51b6](https://support.rocketdocs.com/hs-fs/hubfs/b4796af7-0522-4a69-afa8-07dee60d51b6.png?width=444&height=297&name=b4796af7-0522-4a69-afa8-07dee60d51b6.png)

---

#### **📋TIP:**

If you encounter any error messages please go back through this guide and make sure that none of the steps were missed.

---

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