Using DocuSign with NetSuite

Sandy · January 8, 2020, 2:57pm

Does anyone know how to create an envelope for DocuSign in NetSuite?

ileo1 · January 8, 2020, 3:56pm

Hi Sandy,

The envelope technically still gets created in Docusign but it is initiated in NetSuite and handled through the Pop-up window, thereby staying attached to the parent record.

Does that help?

Sandy · January 8, 2020, 4:27pm

Hi Leo,

That’s what I would expect to happen, but when I click the “send with DocuSign” button, a window opens that tells me I have no envelopes. If I click to upload a file, it takes me to our main drive to find a document. I can save the document to that drive and proceed from there, but I feel sure that there should be a way to do it within NetSuite. I’m dealing with DocuSign support, but they haven’t been able to help me so far.

ileo1 · January 8, 2020, 6:32pm

Hi Sandy!

So I am new to docusign and had asked a fiend for help.

For brainstorming purposes, is your pdf generated using the pdf html template or do you a pick a pdf from your hard drive to turn into a docusign document?

Edward · January 9, 2020, 2:42pm

Hi Sandy
You might look at this link: https://support.docusign.com/en/articles/NetSuite-Bundle-Uninstall-Removes-All-DocuSign-Envelope-Status-Records

Edward · January 9, 2020, 2:45pm

Hi Sandy
You can also look at the DocuSign quick start guide for NetSuite. Try this link: file:///C:/Users/nbrad/AppData/Local/Microsoft/Windows/INetCache/Content.Outlook/C3CH4YWC/DocuSign%20for%20NetSuite%20Quick%20Start%20Guide.pdf

Edward · January 9, 2020, 3:32pm

Hi Sandy
The following link may work better: https://support.docusign.com/en/guides/docusign-for-netsuite-install-and-send?_ga=2.66389926.960348653.1578579226-288320266.1578579226

Sandy · January 10, 2020, 2:23pm

I’m not even getting that far. I tried saving it as a pdf in a folder on our company drive. I can send it for signing. The person signs it and sends it back. When I save it again and try to open it from that folder, I get an empty document or a message that the file can’t be found.

Sandy · January 10, 2020, 2:24pm

Thank you. DocuSign offered me some training before we found this issue, and they sent me the Quick Start Guide at that point. I haven’t been able to find a solution (or even a reference to my problem) in the guide.