Integrations

How to implement ContractSafe's powerful integrations.

Randy Bishop avatar Ken Button avatar Lisa avatar
8 articles in this collection
Written by Randy Bishop, Ken Button, and Lisa

How to pass data from DocuSign to your ContractSafe account

This article explains how you can capture data in DocuSign and pass it to ContractSafe along with the signed contract.
Lisa avatar
Written by Lisa
Updated over a week ago

We have 2-way DocuSign integration. How do I send documents to my individual DocuSign folder?

If 2-way DocuSign integration is set up, files will push to the default DS draft folder unless a user enters their own info. Here is how.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How to use our Salesforce integration

You'd like an easy way to get contracts (and related data!) from Salesforce to ContractSafe. No problem! We've got an integration for that!
Ken Button avatar
Written by Ken Button
Updated over a week ago

SSO (SAML 2.0) Integration with Okta

This article describes how to integrate Okta with ContractSafe for Single Sign On.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

Instructions for Centrify SAML 2.0 Single Sign On Setup

Detailed instructions for setting up a SAML 2 SSO link with Centrify
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

Instructions for Azure (Active Directory) SAML 2.0 Single Sign On Setup

Detailed instructions on how to integrate ContractSafe into your Active Directory hosted on Azure (with SAML 2.0). Tech skills required!
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

Integrating with DocuSign -- One-Way

Instructions on how to link your ContractSafe account with DocuSign. This will send fully executed documents from DocuSign to ContractSafe.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

Integration with DocuSign -- Two Way

How to fully integrate DocuSign with ContractSafe. You can send documents from CS to DS, and then when fully executed they return.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago