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Register a NetDocuments Application for Token Vault

To register a NetDocuments application for Token Vault, you need to access the NetDocuments portal and create an application with 'REST' application type so that the eCopy ShareScan NetDocuments connector can interact with the NetDocuments cloud storage using Token Vault.

This topic describes the first configuration task in the process of setting up a NetDocuments connector to use modern authentication.

Perform this task at the NetDocuments portal.

Register an Application for Token Vault on the NetDocuments portal

1. Navigate to https://netdocuments.force.com/login and log in with an existing NetDocuments portal account.
2. Select the Accounts tab and choose the account that you want to work with.
3. In the Applications panel select the application that you want to associate with Token Vault. Alternatively, click New above the applications list to create a new application.
4. Fill out the application data matching your NetDocuments cloud storage (Region) and Token Vault configuration (Redirect URI) and save the application.
• Application Type must be REST
• Client Type must be Confidential (Supports Authorization Code Grant flow)
• Redirect URI must be specified according to your Token Vault configuration in the following format ‘https://<FQDN>:<port>/callback’ where
  • FQDN is the Fully Qualified Domain Name of the machine where Token Vault is deployed
  • port is the value of HttpsPort setting in the Token Vault appsettings.json configuration file in case of https usage
    E.g. https://tokenvaultmachine.testdomain.com:8381/callback
    This URI must be the same as the Redirect URI displaying by Token Vault on connector registration page (see also the Registering the NetDocuments connector chapter).
5. Copy the Client Id and Client Secret values. These values are necessary registering NetDocuments connector on Token Vault admin website.
6. If you create a new application the Client Id and Client Secret can be seen on NetDocuments portal only if you save the application and reopen it.
7. If you have more Token Vault deployments on different machines the same application on NetDocuments portal can be used for all Token Vault deployments. In this case Redirect URIs belonging to those Token Vaults according to their configuration and in the same format described above must be specified as Additional Redirect URIs to the application on NetDocuments portal.