DocuSign for NetSuite - Q&A

Frequently asked questions that could answer common DocuSign for NetSuite pain points, known issues or limitations

Sending

Does NetSuite offer merge fields? 

No, custom buttons offer the primary customization you can use but it only has functionality around uploading documents, using templates, setting recipients, and subject/message.
 

Can you turn off automatic document attachment from the record's file attachments?

The Estimates record type has the option to disable 'Include Attached File(s)' from the DocuSign Account Settings (see page 18 of the guide), however for all other record types this would require a custom button (see page 24 example #5 for sample code of this).
 

Can NetSuite apply a template to a document using a custom button?

No, custom buttons can upload an attachment from the record, add a PDF via PDF bytes defined in the JS file, and/or use a template, however each will be separate within the envelope. If you want to apply a template it would have to be done manually within the sending window.
 

Can NetSuite utilize custom automatic anchor text/autoplace similar to how DocuSign for Salesforce does?

Yes if you have a saved custom field that your user has access to with an autoplace string containing {r} (i.e. /custom_{r}/) then you can place that string on the document that will be attached from NetSuite with {r} replaced with the recipient number (i.e. /custom_1/). This is a universal API feature, see: https://support.docusign.com/guides/dfs-admin-guide-automatic-anchor-text-and-tags

Administration

How can you check with DocuSign for NetSuite version you are on and find updates?

This has been changed a bit since the guide was last updated. The menu path in NetSuite is 'Customization > SuiteBundler > Search & Install Bundles > List (find DocuSign for Netsuite in the list, it will show if there is an available update, update should take about 5 mins)
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How can I update the connected DocuSign admin (a.k.a. the Send on behalf of user)?

Follow the steps below as a full NetSuite administrator:
  1. go to: Setup -> Company -> General Preferences
  2. scroll to the bottom section and select the Custom Preferences tab
  3. erase the contents of every field under the DocuSign for NetSuite custom preference panel, set environment to desired environment
  4. navigate back to a record you're sending from such as an Opportunity
  5. you should see the "Configure DocuSign" button, go ahead and press it
  6. 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


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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:

  1. Click Customization->Scripting->Script Deployments  
  2. Click the “Edit” link of the script “customdeploy_docusign_ui” 
  3. 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). 
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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

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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?

NetSuite uses API envelope level writeback called eventNotifications (see example below), this just sets custom Connect parameters at the envelope level which will have the writeback URL required to get back to NetSuite, it also utilizes a feature called the Sweeper which will check the status of in-process envelopes at a specified interval (every 8 hours by default) using GET envelope status calls.
 
<EventNotification>
 <URL>https://forms.netsuite.com/app/site/hosting/scriptlet.nl?script=366&amp;deploy=1&amp;compid=TSTDRV1025893&amp;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>

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