Adobe Sign for NetSuite - Installation and Customization Guide (v4.0.5)

Navigate to Customization > SuiteBundler > Search &Install Bundles.

On the Search & Install Bundles page:

• Enter Adobe Sign as keywords
• Click Search.

Click the Adobe Sign bundle name.

On the Bundle Details page, click Install.

In the Preview Bundle Install page, click Install Bundle. (There is no need to change any of the default values on the page)

When the install dialog displays, click OK to proceed.

During the installation process, the status of the bundle displays as Pending. To display an updated status, click Refresh.

After the bundle installation completes, Adobe Sign for NetSuite displays on the Installed Bundles page.

If you are already an Adobe Sign customer, proceed to Configuring OAuth after installing or upgrading.

If you do not have an Adobe Sign account, you can sign up for an enterprise trial account to test the system.

• Follow the online registration steps to enable your Adobe Sign account.

In NetSuite, navigate to the Adobe Sign Config list page:

• Use the NetSuite Global Search field in the header to search for Adobe Sign Config (a custom record type)
• In the Search Results page, click View for the Adobe Sign Config record

On the Adobe Sign Config List page, click View to the left of Using OAuth to Access Adobe Sign APIs.

On the Adobe Sign Config page, click Login In With Adobe  Sign

When the Adobe Sign login page displays, enter your credentials.

After signing in to your account, the Confirm Access page (for OAuth) displays.

Click Allow Access

When the authorization is complete, you are redirected back to Adobe Sign Config page in NetSuite as shown below:

Navigate to Customization > Lists, Records, and Files > Record Types, then locate Adobe Sign Agreement. (You can also use Global Search).

Click the Search link to the right.

Under Status

• Select Out for Signature
• Click Submit

Note the number of records to estimate your update time.

Navigate to Customization > SuiteBundler > Search & Install > List.

Locate your current bundle as shown below.

From the Action drop-down menu, select Update

On the Preview Bundle Update page, click Update Bundle without changing any of the default values displayed on the page.

During the update installation process, the status of the bundle displays as Pending.

To display an updated status, click Refresh.

After the bundle update is complete, Adobe Sign for NetSuite displays on the Installed Bundles page.

Navigate to Setup > Company > General Preferences.

Scroll down the page, then click to select the Custom Preferences sub-tab.

Enable and configure your Adobe Sign preferences as  needed:

• Enter EchoSign API Key for Your Account—Don’t add or edit any value in this field
• Use Parent Record Contact as Signer—If enabled, the parent record contact defaults as the first signer when agreements are created. The sender can easily remove or edit the default signer or add additional signers to the agreement before sending.
• Use Trans. Contact as Signer if present—This preference is valid only if the Use Parent Record Contact as Signer preference is also enabled. If enabled, when generating an agreement from a Transaction Record (e.g., Quote), the primary Transaction contact defaults as the first signer. (See Transaction Records for more information.) If there is no primary Transaction contact, or if sending from NetSuite object record (e.g. Customer record, Partner record), the default recipient will be the primary contact for the customer email. The sender can easily remove or edit the default signer or add additional signers to the agreement before sending.
• Allow Marking Recipients as Approvers—If enabled, senders can mark recipients as approvers. Recipients marked as approvers can review and approve agreements, but they are not required to sign them. Approvers may be required to enter data into fields during the approval process.
• Preferred Agreement Folder Id—Used to specify the folder where the final signed agreements will be stored. If you don’t set a value for this field, final signed agreements are saved in the same folder as the original document file by default. The Folder Id must be a number.
• Auto Attach Transaction PDF—If enabled, Transaction PDFs are automatically attached to agreements when new agreements are created from Transaction records.
• Add Signed PDF as (Attachment or Link)—If List is selected from the drop-down, the Signed PDF is automatically added as a link to the file. If Attachment is selected from the drop-down, the signed PDF is stored in NetSuite as an attachment on the Agreement record.
• Include Audit Trail PDF with Agreement—If enabled, audit trail PDFs are automatically attached to Agreement records after the agreements are signed.
• Identity Verification Method Applies to—Enabling any of the identity verification methods dictates to whom the identify verification method is applied. The options are All Signers, External Signers Only, or Internal Signers Only.

Identity Verification Methods

Enabled identity verification method(s) can be selected when creating an agreement. If more than one identity verification method is enabled here, a Verify Signer Identity option displays on the Adobe Sign Agreement page.

► Enable Password Required to Sign—Require signers to enter a one-time password you specify.

► Enable Knowledge Based Authentication—Require signers to provide their name, address and optionally the last four digits of their SSN and then answer a list of questions verifying the information they provided. Available only in the United States.

► Enable Web Identity Authentication—Require signers to verify their identity by signing in to one of the following sites: Facebook, Google, LinkedIn, Microsoft Live, Twitter, or Yahoo!.

• Auto Provision User in Adobe Sign—If enabled, users who send agreements in NetSuite are automatically auto-provisioned with an Adobe Sign user account.

Click Save at the top or bottom of the page to save your preferences.

Navigate to Setup > Company > Enable Features.

Click to select the SuiteCloud sub-tab.

Enable the following options:

• In the SuiteBuilder section, enable Custom Records option.
• In the SuiteScript section, enable the Client SuiteScript and Server SuiteScript options and agree to the terms of service for both.

Click Save.

Your options should be set as shown in the image below:

Navigate to Customization > Scripting > Scripts.

The Scripts list page displays.

On the Scripts list page, locate the script you need to deploy, then click View.

• To add the Send for Signature button, select the Adobe Sign Estimate Button script.
• To add the Agreements tab, select the Adobe Sign Agreement Loader script.Step text

On the Script page, click the Deploy Script Button

On the Script Deployment page, do the following:

• From the Applies To list, select the type of record.
• Optionally, enter script deployment ID. (See the Creating a Custom Script Deployment ID topic in the NetSuite Help Center for more information.) If you do not enter an ID, one is generated.
• Check the Deployed checkbox.

• Set Status to Released.
  • You do not need to specify an Event Type or Log Level.
• From the Execute As Role drop-down, select Execute as Admin.
• With the Audience sub-tab active (it is active by default), select the specific roles or users that you want to grant access to. If you want to grant access to all roles and users, enable the respective Select all options.
• Click Save. When the change confirmation displays, click Go Back.

Click List at the top of the Script Deployment page to get back to the Scripts list page.

Repeat steps 2 and 3 above for the other script.

Navigate to Customization > Lists, Records, & Files > Records Types.

On the Record Types page, click Adobe Sign Agreement to select it

On the Custom Record Type page, select Use Permission List from the Access Type drop-down

Click to select the Permissions sub-tab.

The list of roles and permissions displays.

Set permissions as follows for the additional custom roles added to the “Adobe Sign Agreement” record type. 

1. Select the role from the Role list.
2. Set Level to Full
3. Set Default Form to Custom Adobe Sign Agreement Form
4. Click to check the Restrict Form check box
5. Click Add to save the changes for the role row

The new row displays as shown below:

Repeat steps a through e above for all additional custom roles.

• Click Save on the Custom Record Type page when permissions for all roles have been set.

The Customer Record Type page redisplays.

Repeat steps 1 to 3 above to set the Access Type for all the other Adobe Sign record types to

No Permission Required. This applies to following record types:

• Adobe Sign Config
• Adobe Sign Document
• Adobe Sign Event
• Adobe Sign Language
• Adobe Sign Script Errors
• Adobe Sign Signed Agreement
• Adobe Sign Signer

Navigate to Customization > Scripting > Scripts.

The Scripts list page displays.

• If necessary, use the filters to locate the Adobe Sign scripts.

On the Scripts page, locate the Adobe Sign Estimate Button script (controls the Send for Signature button), then click View.

On the Script page, do the following:

• Click the Deployments sub-tab
  
• Under “Applies to” click the link for the entity that you want to modify
  • Quote in this example

• Click the Edit button on the Script Deployment page
  

• With the Audience sub-tab active, select the specific roles or users that you want to grant access to. 
  • If you want to grant access to all roles and users, enable the respective Select all options
• Click Save

Navigate to Customization > Scripting > Scripts

On the Scripts page, locate the Adobe Sign Agreement Loader script (controls the Agreements tab)

• Click View

On the Script page, do the following:

1. Click the Deployments sub-tab
2. Under “Applies to” click the link for the entity that you want to modify access for
3. On the Script Deployment page, click the Edit button
4. With the Audience sub-tab active (it is active by default), select the specific roles or users that you want to grant access to. If you want to grant access to all roles and users, enable the respective Select all options
5. Click Save

Select or create a customer record you would like to send an agreement from, or you can select another NetSuite record type that has the Agreements tab enabled.

From the record, click on the Agreements sub-tab.

Click New Agreement.

On the Adobe Sign Agreement page, click Edit.

Specify the options for your agreement as follows:

• Agreement Name—Enter a name for the agreement.
• Message—Enter a custom message for the recipient.
• Signature Type—Select the type of signature accepted for the document. The options are e- Signature and Fax Signature.
• I Also Need to Sign This Agreement—Enable this option to indicate that the sender also needs to sign the agreement.
• Signature Order—If the I Also Need to Sign This Agreement option is enabled, select the order in which the sender and recipients should sign. The options are “I sign, then recipients sign”, “Recipients sign, then I sign” and “None”.
• Preview Document or Position Signatures (or form fields)—Enable this option to allow senders to preview the agreement and to allow them to add fields (drag and drop signature, initial fields, and other form fields) on to the agreement before it is sent to recipients.
• Verify Signer Identity—Enable this option then select one of the following identity verification options
  • This option display only when more than one of the three signer identity verification methods listed below is enabled in Custom Preferences. (See Setting custom preferences for more information.) If only one preference is enabled, the Verify Signer Identity option does not display.

Identity Verification Methods

► Password Required to Sign: Require Signers to enter a one-time password you specify.

► Knowledge Based Authentication: Require signers to provide their name, address and optionally the last four digits of their SSN and then answer a list of questions verifying the information they provided. Available only in the United States.

► Web Identity Authentication: Require signers to verify their identity by signing in to one of the following sites: Facebook, Google, LinkedIn, Twitter, Yahoo! or Microsoft Live.

• Password Required To View PDF—Enable this option to require that a recipient enter a password before opening a PDF of the agreement or the signed agreement. The PDF file that is sent to everyone will be encrypted and this password will be required to open it. Don't lose your password as it is not recoverable. In the event that you do lose the password, you'll need to delete that transaction and begin again.
• Password/Confirm Password—If the Password Required To View PDF option is enabled, enter the password that should be used to view the agreement.
• Remind Recipients to Sign—Specify if and how often reminders are sent to recipients. The options are Never, Daily or Weekly.
• Language—Specify the language in which the signing page and email notifications will be displayed to the recipients.
• Host Signing for the First Signer—Enable this option to allow the sender host in-person signing for the first signer.
• Days Until Signing Deadline—Enter a whole number to indicate the signing deadline for the agreement (Today’s date + number of days).
• Parent Record—Optionally, select a parent record to link it to the agreement.

Click the Documents tab.

On the Documents sub-tab, attach an existing document from the file cabinet using the Adobe Sign Document drop-down and clicking Attach.

Or, upload a new document by clicking on the New Adobe Sign Document button to access the Adobe Sign Document page (shown below) where you can type the name of a document in your NetSuite file cabinet, select files from your Transaction record (if applicable), or attach a new document.

You can add multiple documents to an agreement.

Click the Recipients sub-tab to specify recipient by either selecting from the contact list or typing an email address.

Each of your recipients can be marked as Signer or CC. If the Allow Marking Recipients as Approvers Signers custom preference is enabled, recipients can also be marked as Approvers. (See Setting custom preferences for more information).

• Signers must sign the agreement.
• Approvers must approve, but not sign the agreement, and may optionally need to add data to an agreement.
• CC'd Recipients are notified of agreement updates and when the agreement is signed and completed
  • CC recipients are not a party to the signature or approval process.

If the Use Parent Record Contact as Signer custom preference is enabled alone or in conjunction with the Use Trans. Contact as Signer preference, the first recipient is defaulted, but can be changed.

Click Add after entering each recipient.

Click Save to save the agreement.

Navigate to Customization > Scripting > Scripts.

On the Scripts page, locate the Adobe Sign Bundle Installation script then click Edit.

On the Script page, click to select the Execution Log sub-tab.

Click Refresh.

The Execution Log updates to reflect the current status. The Details column displays the progress of the updates to your agreements.

Check the deployment execution log for the Adobe Sign External Update script to see if you are receiving calls from Adobe Sign as follows:

1. Navigate to Customization > Scripting > Script Deployments
2. On the Script Deployments page, locate the Adobe Sign External Update script, then click Edit
3. On the Script Deployment page, click to select the Execution Log sub-tab.
   • You should see an Updated Agreement Record entry for each agreement ID

Check the deployment execution log for the Adobe Sign Update Agreements script to see if there are any errors as follows:

1. Navigate to Customization > Scripting > Script Deployments
2. On the Script Deployments page, locate the Adobe Sign Update Agreements script with the “Scheduled” status, then click Edit
3. On the Script Deployment page, click to select the Execution Log sub-tab
4. Under Type, select Error to filter the results

Lastly, check the execution log for the Adobe Sign Manager script for errors by following the instructions in step 2 above.