New E-Sign Recipient
New E-Sign Recipient
Embedded Files
Creating an E-Signature Recipient
Creating an E-Signature Recipient
The E-Signature Record has a subtab called "Recipient" under this subtab you can either click on the buttone "New E-Signature Recipient" when in View mode or add recipients directly to that list when in Edit mode.
The color code give a quick indication where in the process each recipient is.
The Recipient record entails following details:
The connected E-Signature
Recipients record (usually a contact in NetSuite)
Email address
Type
Signing order
Recipient update time
Delivery Status
Signing State
Page updated
Report abuse