New E-Sign

On a customer – find the E-sign subtab. On this subtab you can create new documents or view existing documents. A document corresponds to an E-Signature record in NetSuite.

When creating a new document – start by selecting template. This will show additional fields depending on what data fields are specified in the template. After entering values in the fields, Save the E-signature record.

You can also attach a document from the Attachment subtab.

Important: the file name need to have the indicator of the file type for example "test.pdf".

Add recipients from the Recipients subtab. Review, and if needed change, the email address of each added recipient before sending the document for signing.

TODO: Currently all recipients added will be Signers. The fields Type and Signing order are currently not used

When viewing an E-Signature record that you have completed, press the “Create document” button. This will open a new tab in your web browser displaying the third-party (Oneflow) web site. On this new tab you can review and send the document to each recipient for signing.