Integrate single sign-on with ADFS

Before you integrate single sign-on with ADFS, ensure that:

• You enable single sign-on for your firm.

• The file server is using Windows Server 2016 or higher.

We recommend that single sign-on integration is performed by an administrator who is familiar with single sign-on setup in ADFS.

The integration process is summarized in the following figure.

To learn more, see:

1. Create a new application group

2. Create a Web API application

3. Create an Issuance Transform rule

4. Generate the Reply URL (ADFS)

5. Test your single sign-on integration