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Adobe Acrobat Sign for NetSuite: Release Notes

  1. Adobe Acrobat Sign Integrations
  2. What's New
  3. Product Versions and Lifecycle
  4. Acrobat Sign for Salesforce
    1. Install the Package
    2. Configure the Package
    3. User Guide
    4. Enable Digital Authentication
    5. Developer Guide
    6. Advanced Customization Guide
    7. Field Mapping and Templates Guide
    8. Mobile App User Guide
    9. Flows Automation Guide
    10. Document Builder Guide
    11. Configure Large Documents
    12. Upgrade Guide
    13. Release Notes
    14. FAQs
    15. Troubleshooting Guide
    16. Additional Articles
  5. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
      1. Installation Guide
    2. Acrobat Sign for Outlook
      1. User Guide
    3. Acrobat Sign for Word/PowerPoint
      1. User Guide
    4. Acrobat Sign for Teams
      1. User Guide
      2. Live Sign Guide
      3. Mobile User Guide
      4. Release Notes
      5. Microsoft Teams Approvals
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
      1. User Guide
      2. Release Notes
    6. Acrobat Sign Connector for Microsoft Search
      1. User Guide
      2. Release Notes
    7. Acrobat Sign for Microsoft Dynamics 
      1. Overview
      2. Dynamics Online: Installation Guide 
      3. Dynamics Online: User Guide 
      4. Dynamics On-Prem: Installation Guide 
      5. Dynamics On-Prem: User Guide
      6. Dynamics Workflow Guide
      7. Dynamics 365 for Talent
      8. Upgrade Guide
      9. Release Notes
    8. Acrobat Sign for Microsoft SharePoint 
      1. Overview
      2. SharePoint On-Prem: Installation Guide
      3. SharePoint On-Prem: Template Mapping Guide
      4. SharePoint On-Prem: User Guide
      5. SharePoint On-Prem: Release Notes
      6. SharePoint Online: Installation Guide
      7. SharePoint Online: Template Mapping Guide
      8. SharePoint Online: User Guide
      9. SharePoint Online: Web Form Mapping Guide
      10. SharePoint Online: Release Notes
  6. Acrobat Sign for ServiceNow
    1. Overview
    2. Installation Guide
    3. User Guide
    4. Release Notes
  7. Acrobat Sign for HR ServiceNow
    1. Installation Guide (Deprecated)
  8. Acrobat Sign for SAP SuccessFactors
    1. Cockpit Installation Guide (Deprecated)
    2. Recruiting Installation Guide (Deprecated)
    3. Recruiting User Guide
    4. Cloud Foundry Installation Guide
    5. Release Notes
  9. Acrobat Sign for Workday
    1. Installation Guide
    2. Quick Start Guide
    3. Configuration Tutorial
  10. Acrobat Sign for NetSuite
    1. Installation Guide
    2. Release Notes
  11. Acrobat Sign for SugarCRM
  12. Acrobat Sign for VeevaVault
    1. Installation Guide
    2. User Guide
    3. Upgrade Guide
    4. Release Notes
  13. Acrobat Sign for Coupa BSM Suite
    1. Installation Guide
  14. Acrobat Sign for Zapier
    1. Acrobat Sign for Zapier overview
    2. Supported e-sign workflows      
    3. Supported Actions
    4. Create automated e-sign workflows
  15. Acrobat Sign Developer Documentation
    1. Overview
    2. Webhooks
    3. Text Tags

Adobe Acrobat Sign for NetSuite: Release Notes provides detailed information about the new features and changes that are included in the current release of the Adobe Acrobat Sign integration for NetSuite. You can take advantage of the new features after downloading and installing the new package.

Update to package v4.0.7

Adobe Acrobat Sign for NetSuite v4.0.7 is fully compatible with NetSuite 2022.1 version.


Previous Releases

Version 4.0.6 includes an update in the OAuth process to ensure compatibility with NetSuite 2021.2 version.

4.0.5 update contains several security fixes related to OAuth login.

4.0.4 is fully adapted to use account-specific domains for all newly generated traffic.

The Adobe Sign icon has been updated to the new graphic.

Rebranded to Adobe Sign (from Adobe Document Cloud e-sign services)
You’ll see Adobe Sign where you previously saw Adobe e-sign Services as evidence of the rebranding.
 

Due to an API regression bug introduced when NetSuite performed their platform update, a new package (v4.0.1) has been released.

Customers are encouraged to update to the newest package.

Added auto provisioning of users through NetSuite

A new custom preferences has been added for v4.0. When enabled, users who send agreements in NetSuite are automatically auto-provisioned with an Adobe Document Cloud e-sign services user account.


'Built for NetSuite' certified

This version achieved the 'Built for Netsuite' certification and meets all the latest NetSuite design best practices.

 


Rebranded to Adobe Document Cloud e-sign services (from EchoSign)

You’ll see Adobe Document Cloud e-sign Services (or Adobe e-sign Services for short) where you previously saw Adobe EchoSign as evidence of the rebranding.

 


Implemented enhanced security with OAuth

To improve data security, e-sign services now uses OAuth 2.0 to authenticate your Adobe Document Cloud e-sign services account within NetSuite. This new protocol lets NetSuite talk to eSign services without requesting your eSign services password. Since sensitive information is not being shared directly between the apps, your account is less likely to be compromised. This improvement will not impact your implementation, but you will need to do a one-time setup to authorize your NetSuite package to communicate with the Adobe Document Cloud. This is done during the installation process. For customers upgrading from a previous version of the package—v3.5.9 and prior—the API key previously used will be replaced by an OAuth token generated during the authorization process.

 


Migrated the e-sign services from SOAP APIs to REST APIs

To improve efficiency, flexibility and processing speed, Adobe Document Cloud e-sign services—and consequently the v4.0 integration for NetSuite—has migrated from SOAP-based to REST-based APIs.

 

Advanced Participant Roles - Approver

  • One or more recipients can be marked as approver(s) in an agreement
  • Approvers are required to reviewand approve the document
  • Approvers can also be required to fill data into the agreement before approving


Preview Document or Drag and Drop Form Fields Before Sending

Preview agreement or drag and drop form !elds before sending for signature


Send Reminder to Current Signer

Send immediate reminder to current signer


Advanced Signer Authentication Policies

  • Knowledge Based Authentication – Answer questions to verify signer identity
    • Requires Signers to prove their identity by answering questions taken from hundreds of public and commercial databases
    • Name on signature is taken from the user’s authenticated name and cannot be changed at the time of signing
    • Powered by RSA
    • KBA usage is limited per account, per month. Contact Sales for more information.
  • Web identity – sign in with Facebook, LinkedIn, Google, etc. before signing
    • Signer can only sign after verifying their identity using a 3rd party Web service
      • Google, LinkedIn, Facebook, Microsoft Live, Yahoo!, Twitter
    • Name on signature is taken from the user’s web service pro!le and cannot be changed at the time of signing
    • Audit trail captures identity verification details
  • One Time Password
  • Apply authentication methods for internal or external signers or all signers.
    • E.g. External signers need to use a password or use Knowledge Based Authentication while Internal signers do not


Additional Custom Preferences

  • Add Signed PDF as a link to the !le URL or as a"achment hosted in NetSuite
  • Add Audit Trail to Agreement record a$er agreement is signed
  • Use the transaction contact as !rst signer by default, instead of Customer email
  • Grant Senders the option to mark recipients as Approvers


Transaction Files

Easily select !les to a"ach from the current transaction with new ‘Transaction Files’ dropdown list


Adobe PDF Certification For All EchoSign Documents

  • All PDF files sent or downloaded from EchoSign will be certi!ed with an Adobe EchoSign Digital Certificate
  • Acrobat or Reader will display the certi!cation guaranteeing that the document has not been tampered with for additional trust and peace of mind


Collect Supporting Documents

  • Senders can collect additional supporting documents from Signers during signing (e.g. driver’s license, business certificate)
  • Collected documents become part of the official record of the signed agreement


Conditional Data Fields

  • Define conditional logic for agreement fields
  • Conditions can be based on values for one or more fields on the agreement
  • Conditions can be de!ned through the drag-and-drop forms authoring UI or through text-tags
  • Signer is presented with the appropriate !elds when signing a document based on the de!ned conditions


Additional EchoSign Form Fields Enhancements

  • Dropdown menus
  • Field masking
  • Radio buttons
  • Create shorter text tags to maintain document structure

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