Introduction

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

SAFE integrates with Document360 and fetches the security misconfiguration of the Document360 account 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 Document360 integration card or search for Document360 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.



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  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 Document360 integration card or search for Document360 in the search bar.

• Click on the Document360 integration card for Finding View and Asset View.

  • Finding View: This tab displays all the findings details pulled from Document360.

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

To check sync status and errors for this integration, see Integration History.

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