Active Directory / Entra ID Integration
Intelligent use of user and metadata

With the integration of Active Directory (AD) or Microsoft Entra ID (Azure AD), Docugate ensures that all relevant employee and organizational data is automatically available in the document creation process. This eliminates manual data entry, reduces errors and ensures that documents are always personalized with the latest user information.

Sender information

Name, position, telephone number, e-mail

Location or company data

Address, postal code, city, country, etc.

Signature and signature information

First name, surname, function, signature

Customer data or contact persons

from existing databases

Read access to existing data

Docugate uses read access to Active Directory or Entra ID to import master data securely and efficiently.

Dynamic data integration

Employee data is automatically inserted during document creation. No redundancy, no outdated data.

Flexible management

User and group data can be maintained centrally by administrators or decentrally by individual users.

Open architecture

In addition to AD/Entra ID, other data sources such as SQL databases, Oracle, Outlook or TwixTel can also be integrated.

Automated address search

Recipient addresses can be entered manually or searched for and transferred from existing databases.

Central user and rights management

Docugate's integrated User Rights Module ensures a structured, group-based assignment of rights:

Roles and authorizations are managed via the Docugate AdminTool.
The hierarchy can be defined down to individual templates or language variants.
Groups and users can either be managed in Docugate or taken directly from the Active Directory.

This ensures that access rights are always up-to-date and synchronized with the company's IT structure.

No double data entry

Existing user information is automatically transferred.

Consistent database

Standardized employee information in all documents.

Central care

Changes in the Active Directory immediately affect all documents.

Faster processes:

Automated personalization and template filling.

Flexibly expandable

Combination with other data sources (CRM, ERP, SQL, etc.).

Personal advice

As Lead Docugate Solutions, Andreas Imboden is your point of contact when it comes to questions about Microsoft Office, template management or document creation. He knows our Docugate and Signgate products inside out. This broad know-how and his many years of experience allow him to work with you to design, discuss and, of course, implement a solution tailored to your needs. Get in touch now!

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