Integrations Marketplace
The Integrations Marketplace is a gallery of connectors that link DocLock to the other tools your organisation already uses — identity providers, productivity suites, automation services and cloud storage. Each connector appears as a card showing its current connection status, and you open a slide-in panel to configure, test, map fields and review activity.
How to open this screen
- Route:
system/integrations-gallery - Access required: the Manage System Settings permission (
SYSTEM.MANAGE_SETTINGS).
You can also reach it from General Settings → Integrations, which now just shows a Go to Integrations button that links here.
What you see on this screen
- Header — the page title, a live count of how many integrations are currently active, a search box, and an Add Integration button.
- Category tabs — All, Authentication, Productivity, Automation and Storage. Each tab shows a count of how many connectors it contains.
- Status filter chips — All, Connected, Not Configured and Error. Click a chip to filter; click it again to clear.
- Integration cards — a responsive grid of connectors. If your search or filters match nothing, an empty state with a Clear Filters button appears.
Each card shows the connector's icon, name, vendor, category, a short description, a status badge, and sometimes a New or Popular badge. The card footer has a Configure button and, when available, an external-link icon to the vendor's docs.
The connectors available
The gallery ships with the following connectors, grouped by category:
Authentication
| Connector | Vendor | What it does |
|---|---|---|
| Microsoft Entra ID | Microsoft | Single sign-on and user provisioning via Azure AD. |
| Okta SSO | Okta | Federated authentication and lifecycle management. |
| LDAP / Active Directory | On-Premise | Connects to on-premise AD or any LDAP v3 directory. |
Productivity
| Connector | Vendor | What it does |
|---|---|---|
| Microsoft 365 | Microsoft | Co-author Word, Excel and PowerPoint inside DocLock. |
| DocuSign eSignature | DocuSign | Send documents for legally-binding e-signatures. |
| Google Workspace | Import/export Google Docs, Sheets, Slides; sync Drive. |
Automation
| Connector | Vendor | What it does |
|---|---|---|
| Custom Webhooks | Generic | Push real-time events to any HTTP endpoint. |
| Zapier | Zapier | Connect DocLock to 5,000+ apps. |
| Power Automate | Microsoft | Trigger flows on document lifecycle events. |
| SMTP / Email Delivery | Custom / O365 / SES | Outbound email for notifications and digests. |
| REST API & Keys | DocLock | Manage REST API access, keys, rate limits and CORS. |
Storage
| Connector | Vendor | What it does |
|---|---|---|
| Azure Blob Storage | Microsoft | Store and archive documents with tiered lifecycle. |
| Amazon S3 | AWS | Use S3 buckets as primary or backup storage. |
The status shown on each card (Connected, Not Configured or Error) reflects how that connector is currently set up in your environment.
Finding an integration
- Type into the search box to match by name, vendor, description or category. Click the × to clear it.
- Click a category tab to narrow to one type of connector.
- Click a status chip (Connected / Not Configured / Error) to show only connectors in that state.
- If nothing matches, click Clear Filters in the empty state to reset everything.
Configuring (connecting) an integration
- On the connector's card, click Configure. A panel slides in from the right.
- The panel header shows the connector's name, vendor, category and status. It has four tabs: Configuration, Mapping, Statistics and Activity Log.
- On the Configuration tab, fill in the required fields (marked with a red asterisk). Fields vary per connector — for example Entra ID asks for Client ID, Tenant ID, Client Secret and Redirect URI, while Amazon S3 asks for Access Key ID, Secret Access Key, Region and Bucket Name.
- Password-type fields have an eye icon to reveal or hide the value. Helpful hint text appears under fields that need explanation.
- Optionally expand Advanced Options to toggle Verify TLS / SSL Certificate, Write events to Audit Log, and set a Timeout (seconds).
- Click Test Connection in the footer to verify your credentials — the button shows Testing…, then Connection OK or Test Failed.
- Click Save Configuration. If any required field is empty, it's highlighted and the panel stays open until you complete it.
If a connector is in an Error state, a red "Connection Failed" banner appears at the top of the panel asking you to re-enter your credentials and test again.
Mapping fields
The Mapping tab lets you line up the external system's fields with DocLock's. What you see depends on the connector:
- SSO / LDAP — map user profile attributes (e.g. Email → IdP token claim or LDAP attribute) and map external groups to DocLock roles (Admin, Manager, Editor, Viewer, Guest).
- Google Workspace — map Google Directory fields to DocLock user fields.
- DocuSign — map document metadata to envelope fields.
- Webhooks / Zapier / Power Automate — map DocLock event fields to outbound payload keys.
- Azure Blob / S3 — map document properties to storage metadata tags.
- SMTP — map event triggers to email template IDs.
Use Add Row to add a mapping and the × on a row to remove it. Mapping changes save automatically.
Reviewing statistics and activity
- The Statistics tab shows usage figures relevant to the connector — for example SSO sign-in counts, LDAP sync results, SMTP delivery totals, storage usage bars, webhook success rates or API request charts. Connectors without data show a "No statistics yet" message.
- The Activity Log tab shows recent events — SSO login history, LDAP sync runs, outbound email delivery, storage breakdown by workspace, webhook deliveries with HTTP status, or the list of API keys.
Disconnecting an integration
- Open a Connected integration's panel with Configure.
- In the footer, click Disconnect (this button only appears for connected integrations).
- The connector returns to the Not Configured state and the panel closes.
Adding a custom integration
- Click Add Integration in the header. A guided panel opens with three steps: Basic Info → Fields → Review.
- Basic Info — enter the Integration Name, Vendor / Provider, choose a Category (Authentication, Productivity, Automation or Storage), and optionally a Description and Documentation URL.
- Fields — define the connection fields users will fill in to connect it.
- Review — confirm the details and finish.
Tips
- The active count in the header is a quick health check — it tells you at a glance how many connectors are live.
- Always use Test Connection before Save Configuration; it catches bad credentials before they cause failures elsewhere.
- Use the Audit Log advanced toggle for sensitive connectors (storage, SSO) so integration activity is recorded.
Troubleshooting
| Problem | What to check |
|---|---|
| The page won't open | You need the Manage System Settings permission (SYSTEM.MANAGE_SETTINGS). |
| A connector shows Error | Open it and read the red "Connection Failed" banner; re-enter credentials and click Test Connection. |
| Save Configuration does nothing | A required field is probably empty — look for the highlighted field and fill it in. |
| Test Connection sometimes fails | The test verifies the live endpoint; a transient failure means the endpoint couldn't be reached — try again. |
| I can't find a connector | Clear the search box and status chip, and switch to the All category tab. |
| The Disconnect button is missing | It only appears when the integration's status is Connected. |