Document360
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Document360

  • PDF

Article Summary

About this document


This document provides the step-by-step procedure to configure Document360 in SAFE.

Introduction


SAFE integrates with Document360 and fetches the security misconfiguration of the Document360 Workspace in SAFE. 

Prerequisites


  • Access required in SAFE:

    • SAFE Admin Access

  • Access required in Document360:

    • Document360 Admin

  • Required User Inputs:

    • API URL

    • API Token

    • Asset Name in SAFE (optional)

  • Required Scope:

    • GET Access

Generate Connection Details


  • How to generate API Token

    • Log in to your Document360 account as Admin.

    • Click on the Settings icon at the bottom left corner

    • Click on the API Tokens

    • Click on the New API Token

    • Enter the API token name

    • Select the GET Method

    • Click on the Generate button

    • The system displays the API Token. Copy and save the token to use it while configuring Document360 in SAFE.

    • It's important to regularly update the API Token in SAFE according to its expiration date.

  • How to get API URL

    • Access the Document360 API documentation by clicking on the provided link.

    • Upon reaching the Document360 API documentation page, locate the "Base URL" section.

    • In the exhibit provided, find the base URL highlighted as 3. Copy and save this API URL to use it while configuring Document360 in SAFE

Configure Document360 in SAFE


  • Log in to your SAFE account as Admin.

  • Click on the Integrations option from the left navigation.

  • Scroll to find the Document 360 integration card or search for Document 360 in the search bar.

  • Hover over the Document360 integration card and click on the Configure button.

  • Enter the following:

    • API URL

    • API Token

    • Asset Name in SAFE -  Provide a unique identifier which can uniquely identify the asset

  • Enter the Auto Sync Frequency.

  • Click on the Test Connection button.

  • Once the connection is successful, click on the Save button.

  • Once the configuration is saved successfully, click on the Sync Now button to trigger an on-demand sync.

  • Upon a successful sync, the system pulls the Document360 assets and their findings in SAFE. You can track the status of the sync in the History table.

View Results


  • Go to the integration homepage

  • Scroll to find the Document 360 integration card or search for Document 360 in the search bar.

  • Click on the Document 360 integration card for Finding View and Asset View.

    • Finding View: This tab displays all the findings details pulled from Document 360.

    • Asset View: This tab displays all the assets pulled from Document360.

History


Learn More about Integration History here.

SAFE's Outgoing IP Addresses


Click here to find the outgoing IP addresses of SAFE. All traffic to any integrations in SAFE will see one IP address as the source IP of the incoming connection.


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