Help Me With Install Electronic signature in NetSuite

How Do I Add Electronic Signature in NetSuite

daki sign for NetSuite is a public bundle available on sweet comm integrate seamlessly with DocuSign the world's leading electronic signature solution DocuSign is also proud to have our bundle be certified as built for NetSuite let's take a look at how it actually works out-of-the-box DocuSign adds buttons to the opportunity customer and estimator quote objects of course DocuSign works with any object in that suite and invoices sales order a custom object for example but let's use a simple opportunity to get a feel for how things work Here I am in an amazing opportunity really basic here you'll notice a couple of things I have a send with DocuSign button and a sign with DocuSign button but before we click on those let's take a look down here at communication files and you'll notice we have a document in here called agreement now in our relationships area we have a couple of names and you'll notice we have a primary contact that we'll be using a little later for our document when I'm ready to send this agreement for signature I click send with DocuSign now notice a couple of things here right away notice how it grabbed Daniel read here who's my primary contact specified on the opportunity just a second ago and it also grabbed the agreement pulled it directly in notice how the document is already tagged if I wanted to move these around I could but it's already tagged this way because it was specified as such in the document itself but what happens if I want to add another person perhaps go in here and add myself so now I've added myself again but maybe I want to add a second signer over here and maybe I want that full name to go right here and so on and so forth notice also you can control all sorts of things you can control the ordering you can assign both co-signers to sign at the same time maybe you want Danny to sign first or second maybe you'd rather he gets a copy after the first person signs the point here is that it's easy to manage your users it's also easy to manage your documents let's say I wanted to add another document from my desktop it's extremely easy to do that right here the goal of embedding DocuSign inside of NetSuite is to make it easy native and powerful any feature that is integrated in sign of DocuSign is also integrated inside of NetSuite and is available for use when I'm ready to send my document to these two folks I just click send and off it goes now as soon as I send I get dropped back into the opportunity that I'm sending from back on my amazing opportunity you'll see I have a new dock you sign tab now these two buttons here or because I'm logged on as an administrator and most users will not have them but...