Can you automatically attach documents when the Agreement page loads in Netsuite?
Last updated on Apr 27, 2021 07:39:04 AM GMT
Is there an option to automatically attach documents when the Agreement page loads? Basically, Pre-define the documents somehow, so that when the agreement page opens, the documents are already there?
If the agreement is initiated from a transaction record, example Quote, then the record is auto attached as PDF on the agreement page.
If you want other documents present in the file cabinet to get auto attached when the agreement page loads up, then unfortunately this use case cannot be met.
Adobe Sign does not support any customization on the existing bundle.