Working with DocuSign and Salesforce - NetSuite Connector

Enable DocuSign

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:

• Draft
• Waiting for Others
• Needs to Sign
• Needs to View
• Correcting
• and many more..

Click Save Settings to complete the Opportunity Attachment Sync configuration.

Add the document

Add recipient

Format the document

Doc sent for signature

Signed document

Email notifications

Status changed to completed