DocuSign for NetSuite - Q&A
Frequently asked questions that could answer common DocuSign for NetSuite pain points, known issues or limitations
Does NetSuite offer merge fields?
Can you turn off automatic document attachment from the record's file attachments?
Can NetSuite apply a template to a document using a custom button?
Can NetSuite utilize custom automatic anchor text/autoplace similar to how DocuSign for Salesforce does?
How can you check with DocuSign for NetSuite version you are on and find updates?
How can I update the connected DocuSign admin (a.k.a. the Send on behalf of user)?
go to: Setup -> Company -> General Preferences
scroll to the bottom section and select the Custom Preferences tab
erase the contents of every field under the DocuSign for NetSuite custom preference panel, set environment to desired environment
navigate back to a record you're sending from such as an Opportunity
you should see the "Configure DocuSign" button, go ahead and press it
log in with DocuSign credentials
How do you find integrated user records to check who is linked to DocuSign and check if they line up with their DocuSign user?
Use the main search to lookup the 'DocuSign Account Settings' page
Why aren't any DocuSign buttons showing up for either me or one of my users?
The affected user may not have DocuSign enabled for them in NetSuite, try checking here:
Click Customization->Scripting->Script Deployments
Click the “Edit” link of the script “customdeploy_docusign_ui”
In the “Audience” tab, select the users to enable DocuSign. (Only the selected users/audiences will be able to see the DocuSign Button and Tab).
Where do I go to add or find custom button scripts?
Documents > Files > File Cabinet. Then in the file cabinet go to SuiteBundles > Bundle 24705 > DocuSign > DocuSign Automation.
Custom Buttons / Scripts
API and Writeback Info and Troubleshooting
Does NetSuite use REST or SOAP API?
NetSuite uses SOAP API
How do envelopes sent from NetSuite write back to NetSuite?
<EventNotification> <URL>https://forms.netsuite.com/app/site/hosting/scriptlet.nl?script=366&deploy=1&compid=TSTDRV1025893&h=2ab7fd3afc5aaafad7aa</URL> <LoggingEnabled>true</LoggingEnabled> <RequireAcknowledgment>false</RequireAcknowledgment> <UseSoapInterface>false</UseSoapInterface> <SoapNameSpace></SoapNameSpace> <IncludeCertificateWithSoap>false</IncludeCertificateWithSoap> <EnvelopeEvents> <EnvelopeEvent> <EnvelopeEventStatusCode>Sent</EnvelopeEventStatusCode> <IncludeDocuments>false</IncludeDocuments> </EnvelopeEvent> <EnvelopeEvent> <EnvelopeEventStatusCode>Completed</EnvelopeEventStatusCode> <IncludeDocuments>false</IncludeDocuments> </EnvelopeEvent> <EnvelopeEvent> <EnvelopeEventStatusCode>Declined</EnvelopeEventStatusCode> <IncludeDocuments>false</IncludeDocuments> </EnvelopeEvent> <EnvelopeEvent> <EnvelopeEventStatusCode>Voided</EnvelopeEventStatusCode> <IncludeDocuments>false</IncludeDocuments> </EnvelopeEvent> </EnvelopeEvents> </EventNotification>