Note: The name “SmartConnector” will be changing to “Integration App” to more clearly establish that our pre-built Integration Apps are built on our flagship Integration Platform as a Service, integrator.io. Find out more about integrator.io.
In the Salesforce Connector Configuration, selecting the checkbox will enable the DocuSign attachment sync to NetSuite. The DocuSign package must be installed in Salesforce.
Sync only agreements with attachment status: Select the DocuSign status for which attachments are to be imported. If none are selected, attachments on all DocuSign status records will be imported. The available DocuSign statuses are:
- Waiting for Others
- Needs to Sign
- Needs to View
- and many more..
Click Save Settings to complete the Opportunity Attachment Sync configuration.
Add the document
Format the document
Doc sent for signature
Status changed to completed